Cadence Opportunities Fund

Seneca Live interview with Karl Siegling – Cycles & stocks

December 4, 2018


Jordan Travers & Luke Laretive sat down with Karl Siegling to chat stocks, strategy and the new 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.