Cadence Opportunities Fund

March 2018 Quarterly Webcast

May 18, 2018

In this Webcast, Karl Siegling discusses the company’s quarterly performance detailing the stocks that have performed well for the company during this period. He then discusses two stocks in the portfolio, Shine Corporation (ASX:SHJ) and Noni B (ASX:NBL), and gives an update on the company’s outlook. He closes by discussing the launch of a new fund, over the coming months, called the Cadence Opportunities Fund.

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Riding the Resources and Mining Services Tailwinds
  • The inter-relationship between commodity prices, resource and mining services company profits
  • The mining services cycle
  • Where we are in the cycle?
  • Examples of recent mining services investments:
    • Emeco Holdings (ASX: EHL)
    • Macmahon Holdings (ASX: MAH)
    • Boom Logistics (ASX: BOL)

Cadence Capital Limited (ASX: CDM) is one of Australia’s top performing Listed Investment Companies.