CDM cadence capital limited

Ann: Investment Update and NTA April 2016-CDM.AX, page-4

  1. 1,594 Posts.
    lightbulb Created with Sketch. 10
    Not a flattering month either. What seemed to be a great portfolio is now seriously lagging the index over 1 year and 3 years. They have some shorts also, but I would imagine they are not doing well shorting energy and resources at the moment. Hang in their I say, but buying more seems the better idea, but still at a 7pc premium!

    thoughts?
 
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