In this webcast, Karl Siegling firstly provides an update on the Company’s performance and then discusses CDM’s discount to NTA. He then discusses the portfolio construction and some of the Company’s top stock holdings, and then finishes with an update on the outlook for 2020.
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.