Established in 2003, Cadence Asset Management is an independently owned Sydney-based Equity Fund Manager that combines both Fundamental and Technical research with the aim of delivering above market risk adjusted returns.
Having spent many years developing the disciplined Cadence Investment Philosophy, Company Founder & Chairman, Karl Siegling, established Cadence Asset Management in 2003 to manage a portfolio based on fundamental and technical analysis, along with a disciplined stock entry/exit strategy.
A substantial portion of the team’s personal wealth is invested alongside investors we believe this alignment of interest is critical in funds management.
Our philosophy is underpinned by four long held investment beliefs:
1. Using both Fundamental and Technical Research is critical
We believe a combination of Fundamental and Technical research has a greater probability of producing higher returns than either Fundamental or Technical research alone.
2. Disciplined ‘Entry and Exit’ strategy
We see the ‘Entry and Exit’ strategy (Technical) to be as important as the investment decision (Fundamental).
3. Open Mandate
Cadence considers having an ‘open mandate’ (which allows the company to invest in any listed equity and have the ability to allocate between equities and cash), as a key tenant in our approach to managing money
4. Long and Short
Having the ability to take both long and short positions assists in generating excess returns.
Cadence Capital Limited (ASX: CDM) is one of Australia’s top performing Listed Investment Companies.
Detailed Performance (before and after fees)
We believe that a combination of both Fundamental and Technical analysis, along with a disciplined stock entry/exit strategy, are key to producing above market investment returns over time. Watch this introductory video for an overview of our process.
In this interview with InvestSMART Karl discusses the Cadence approach of only buying a stock that is fundamentally cheap and technically strong.
Known for its scale-in, scale-out strategy, Cadence enters portfolio positions incrementally. When a stock starts to fall, Cadence will exit its positions in thirds, which in turn also minimises the impact of selling at the wrong time.
Click below to find out what stocks Cadence is holding right now, why Karl suddenly has an even keener eye on resources, and opportunities in the financial services sector outside of the big banks.
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