INVESTMENT PHILOSOPHY
We believe that a combination of both Fundamental and Technical analysis, along with a disciplined entry/exit strategy, are key to producing above market investment returns over time.
Our philosophy is underpinned by four long held investment beliefs:
Step 01 (Using both Fundamental and Technical Research is critical)
We believe a combination of Fundamental and Technical research has a greater probability of producing higher returns than either Fundamental or Technical research alone.
Step 02 (Disciplined ‘Entry and Exit’ strategy)
We see the ‘Entry and Exit’ strategy (Technical) to be as important as the investment decision (Fundamental).
Step 03 (Open Mandate)
Cadence Partner Limited considers having an ‘open mandate’ (which allows the company to invest in any listed equity apart from Cryptocurrency and have the ability to allocate between equities and cash), as a key tenant in our approach to managing money.
Step 04 (Long and Short)
Having the ability to take both long and short positions assists in generating excess returns.
Our process of scaling into and out of positions is highly disciplined
Fundamental Research
We visit and analyse 600-800 companies per annum to determine whether they are cheap or expensive, as illustrated below.
1st Rule: Do NOT buy a falling stock
2nd Rule: Do NOT short a rising stock
3rd Rule: Wait until the trend emerges then scale into and out of positions. DO NOT AVERAGE DOWN
4th Rule: Monitor short positions very closely as markets fall 3 times as quickly as they rise
The Company’s Open Mandate allows us to invest in any listed equity and to allocate between cash and equities depending on how individual stocks in our portfolio are performing. Many fund managers are restricted on the shares they can invest in; as well as the levels of cash they can hold. All potential and current portfolio positions are managed and monitored within the Company’s proprietary Cadence Dashboard.
NEED HELP FOR YOUR FINANCIAL CONSULTING ?
Dont Hesitate to reach out to us via our Mail below or live chat our Customer support