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Cadence Capital
Cadence Capital (CDM) investor relations material
Cadence Capital AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.AGM 2025 summary28 Oct, 2025
Opening remarks and agenda
AGM and investor briefing held on 28 October 2025, covering year-end results and fund performance for both Cadence Capital Limited and Cadence Opportunities Fund Limited.
Presentation began with a review of fund performance and a focus on key market themes, including PE expansion and negative earnings growth in large-cap stocks.
Financial performance review
Cadence Capital Limited returned 3.4% for the year, with profit after tax of $6.3m and a strong second half reversing earlier underperformance.
Cadence Opportunities Fund up 7.9% for the year, profit after tax of $1.5m, and a 9.1% gain in the second half.
For the 12 months to September, Cadence Capital up 14% (outperforming index by 3.5%), Cadence Opportunities up 20.8% (outperforming index by 10.3%).
Pre-tax NTA for Cadence Capital up 20% since January, but share price up only 8%, resulting in a 21% discount to NTA.
Portfolio is highly liquid, with 75-87% able to be liquidated within a week and 80% within a month.
Dividend announcements
Cadence Capital declared a 3.0 cent final dividend, franked at 50%, yielding 8.8% (10.7% grossed up), with 12.0 cents profit reserves remaining.
Cadence Opportunities declared a 7.0 cent fully franked final dividend, yielding 7.8% (11.1% grossed up), with 31.0 cents profit reserves remaining.
Maintains reserves sufficient for about two years of future dividends.
Discussion on potential for quarterly dividends, with cost and sustainability concerns to be discussed at the next board meeting.
Given the persistent NTA discount, what new actions?
How does your strategy adapt to the 'new world'?
Revisit portfolio disclosure for transparency?
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Next Cadence Capital earnings date
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Next Cadence Capital earnings date
H1 202625 Feb, 2026
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Frequently asked questions
Cadence Capital Limited is an investment company that specializes in managing a diversified portfolio aimed at delivering long-term capital growth and income. The company employs a fundamental investment strategy, focusing on selecting undervalued listed equities with strong growth potential across various sectors. Cadence Capital combines a top-down and bottom-up analysis approach to identify promising investment opportunities, aiming to capitalize on market inefficiencies and generate returns that outperform relevant benchmarks over time. Cadence Capital Limited is headquartered in Sydney, Australia, and its shares are listed on the ASX.
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