Cadence Opportunities Fund Ltd (ASX:CDO) Share Price & Analysis

Cadence Capital is an Australian investment management company founded by Karl Siegling in 2003, specializing in Listed Investment Companies (LICs) that focus on equity investments. Their primary offerings are Cadence Capital Limited (CDM) and Cadence Opportunities Fund (CDO), which aim to deliver superior risk-adjusted returns through a disciplined investment approach combining fundamental and technical analysis.

The company prides itself on its performance track record, with CDM delivering 10.5% per annum over 19.9 years and CDO achieving 22.3% per annum over 6.7 years. A key differentiator for Cadence is their commitment to investing their own money alongside their investors, demonstrating confidence in their investment strategy and aligning their interests with their shareholders. Approximately 40% of their shareholders are Self Managed Super Funds (SMSF), indicating strong appeal among individual investors.

Cadence Capital’s investment philosophy centers on a rigorous stock selection process that involves careful entry and exit strategies. They offer investors the opportunity to participate in their funds by purchasing shares on the Australian Securities Exchange (ASX) under the tickers CDM and CDO. The company emphasizes continuous learning and has even compiled a list of recommended investment books to help investors develop their understanding of financial markets and investment strategies.