CDM cadence capital limited

Ann: Investment Update and NTA March 2023, page-5

  1. RnR
    45 Posts.
    lightbulb Created with Sketch. 15
    Funny - no mention in the update of their star fund manager jumping ship....

    Note also that cdm has underperformed the All Ords Accum over all timeframes going back 10 years.... far out.

    These guys are classical 'look this way, nothing to see here' merchants.

    I scale in and scale out of them (!) as the sp rolls and the figjam stock picking goes periodically pear shaped.
 
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