Karl Siegling gives Alan Kohler an update on Cadence Capital Limited (CDM) and Cadence Opportunities Fund Limited (CDO). He then discusses the turn in interest rate trends and some of the shorting opportunities that are finding their way into the fund. He finishes off discussing the funds current investments in Whitehaven Coal (WHC) and New Hope Coal (NHC).
10 Books To Read Before Buying Your Next Stock
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.