Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
CDM.AX - Cadence Capital Ltd
Full Year 2025 Cadence Capital Ltd Earnings Presentation (Pre-recorded)
Sep 09, 2025 / NTS GMT
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Presentation
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Unidentified Company Representative [1]
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Ladies and gentlemen, welcome to the year-end webcast, end of June 2025, for Cadence Capital Limited. For the year, the company earned $6.3 million and was up 3.4%. The fund performed strongly in the second half of the financial year, being up 7.3%, reversing some of the first half underperformance. The top contributors to performance were Evolution Mining, Netflix, QBE Insurance, Robex Resources, Boss Energy, New Gold, West African Resources, and Sun Cable.
The largest detractors were Whitehaven Coal, Alcoa, Yanzhou Coal, Capstone Copper, Stanmore Resources, and BHP. The All Ordinaries Accumulation Index performance for the year was driven by a small number of large-capitalization

