"We’ve looked back through Cadence’s past newsletters to see how its premium/discount has changed since January 2013. The average discount over the entire period is 3.67%, while the average discount over the past two years is -21.58%. CDM’s current portfolio is full of well-known brands (aligned with Ground Rule No. 5) and is highly liquid. We believe that the extent of the current discount offers a tremendous opportunity when looking beneath the hood at Cadence’s individual portfolio constituents. "
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