Our Team
Karl Siegling
MANAGING DIRECTOR AND PORTFOLIO MANAGER
Karl Siegling established Cadence Asset Management in 2003 and listed Cadence Capital Limited (ASX: CDM) on the ASX in December 2006. Mr Siegling has over 20 years financial services experience having worked for international firms such as Deutsche Morgan Grenfell (now Deutsche Bank) and Goldman Sachs, along with eFinancial Capital Limited (Challenger Funds Management) and Wilson Asset Management in Australia. Mr Siegling holds a Bachelor of Commerce & LLB, Graduate Diploma Applied Finance and Investment (FINSIA) and has an MBA (Finance & Entrepreneurial Endeavours) from INSEAD in France.
Wayne Davies
CHIEF OPERATING OFFICER
Wayne Davies has over 20 years experience as a COO and Chartered Accountant both in Australia and overseas. Originally trained as a Chartered Accountant in South Africa, Mr Davies has worked as an Operations Consultant (Deloittes Consulting Group) and has held the position of COO at Theorema Asset Management (London) and Matthews Capital Partners (Australia) before joining the team at Cadence. Mr Davies holds a Bachelor of Commerce and Post Graduate Diploma of Accounting, and is a member of the Chartered Accountants (South Africa) and Chartered Institute of Management Accountants (UK). Wayne runs the day-to-day activities at Cadence Asset Management and is also a Director of Cadence Capital Limited.
Alan Crozier
PORTFOLIO MANAGER
Alan joined Cadence Capital in 2017 as a Portfolio Manager. Alan has over 20 years experience in financial markets having worked at NRMA Funds Management, a founding member of Paradice Investment Management and James Capel Stockbroking. Alan holds a Bachelor of Commerce.
Charlie Gray
EQUITY ANALYST
Charlie joined Cadence Capital in 2017 as an Equity Analyst. Charlie has 5 years financial services experience having worked at Hunter Green Institutional Broking and Morgan Stanley Smith Barney. Charlie holds a Bachelor of Commerce (Finance) and is a Chartered Financial Analyst (CFA) Charterholder.
Michelle Morgan
INVESTOR RELATIONS
Michelle joined Cadence Capital in 2013 to assist with Investor Relations, Sales & Marketing. Michelle has 18 years financial services experience, with over 11 years working at the Australian Securities Exchange (ASX) in roles interfacing with brokers, fund managers, financial planners and retail investors. Michelle holds a Bachelor of Commerce (Accounting & Marketing) and a Graduate Diploma in Applied Finance and Investment from FINSIA.
Jackson Aldridge
SALES TRADER
Jackson joined Cadence Capital in 2018 as Sales Trader. Jackson has 4 years financial services experience having worked at Merrill Lynch in the United States. Jackson holds a Bachelor of Science (Finance) and a Certified Portfolio Manager designation from Columbia University.
Tracy Xu
EQUITY OPERATIONS
Tracy joined Cadence Capital in early 2018 to assist with operations. Tracy graduated from Australian National University and holds two Master degrees, in Financial Management and Accounting. Tracy previously worked at BNP Paribas, in the investment administration team.
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.
