In this online investor presentation Karl Siegling provides an update on the fund including its recent performance, current holdings and positioning, and the key investment themes emerging in the portfolio. He also discusses the Company’s discount to NTA, tax asset, and capital management strategy.
Funds management involves a lot of synthesis of information and reading. Over the years we all end up reading many investment books and refer to them from time to time.
The team at Cadence has compiled a list of books that have influenced our investment style, or helped provide insight into the investment process.
Whilst not an exhaustive list, the 10 titles contained in this eBook provide a good starting point for any interested investor.