Cadence Capital (ASX: CDM) — Company Overview, News & Financial Data
Cadence Capital is an Australian investment firm focused on private equity and venture capital investments in high-growth companies.
Cadence Capital
Cadence Capital is an Australian listed investment company that invests in domestic and global equities to generate long-term risk-adjusted returns. Established in 2006, the fund manages a portfolio of long and short equity positions through a combination of fundamental and technical analysis, combined with a disciplined stock entry and exit strategy. The investment manager focuses on capital growth, dividend distributions, and capital preservation across market cycles. The company manages approximately 300 million Australian dollars in funds under management, with a shareholder base comprising retail investors, self-managed superannuation funds, and institutional holders across Australia.
Snapshot
Operations
Products and/or services of Cadence Capital
- Long Equity Investment: Allocation of capital into Australian and global listed equities identified through fundamental bottom-up research, aiming to generate long-term capital appreciation across diverse industry sectors while maintaining disciplined active portfolio management and selective stock entry.
- Short Equity Positions: Execution of targeted short positions in overvalued or declining listed stocks to hedge overall portfolio risk, manage downside volatility during broader market corrections, and generate absolute returns from equity market price drops.
- Macro Trend Trading: Dynamic tactical asset allocation using technical analysis and market momentum indicators to shift exposures between equities, cash, and derivative instruments based on macroeconomic trends and changing market liquidity conditions.
- Cash and Risk Allocation: Liquidity management and capital preservation strategies holding cash reserves and short-term money market instruments to protect equity capital during market stress while maintaining operational flexibility for future deployment.
- Dividend Income Management: Distribution of regular income streams to shareholders derived from underlying equity dividend receipts, special dividends, realized investment gains, and tax-effective Australian franking credit balances accumulated through investment operations.
- Systematic Portfolio Management: Implementation of quantitative stock entry and exit discipline, strict stop-loss rules, position size limits, and sector concentration controls to mitigate downside tail risk and optimize long-term risk-adjusted portfolio performance.
Cadence Capital executive team
- Mr. Karl Peter John SieglingChairman and Managing Director of Cadence Asset Management Pty Limited
- Mr. Wayne DaviesCompany Secretary and Non-Executive Director