CDM 0.70% 72.0¢ cadence capital limited

Is it worth another look ?, page-6

  1. 166 Posts.
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    Karl certainly did stuff up but he seems to have taken onboard the lesson in relation to diversification. His largest holding now comprises only 6.5% and the top 20 account for 55%, whereas once they were up as high as 75%. I'll be standing by, interested to see whether he can effect a bit of a turnaround.
 
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