In this interview with InvestSMART Karl discusses the Cadence approach of only buying a stock that is fundamentally cheap and technically strong.
Known for its scale-in, scale-out strategy, Cadence enters portfolio positions incrementally. When a stock starts to fall, Cadence will exit its positions in thirds, which in turn also minimises the impact of selling at the wrong time.
Click below to find out what stocks Cadence is holding right now, why Karl suddenly has an even keener eye on resources, and opportunities in the financial services sector outside of the big banks.
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.