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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Cadence Capital
Cadence Capital (CDM) investor relations material
Cadence Capital H2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 earnings summary20 Aug, 2026
Executive summary
Achieved a 20.1% fund return for FY26, outperforming the All Ordinaries Accumulation Index by 14.4%.
Profit after tax reached $33.4 million, with share price (including dividends and franking) up 30.6% for the year.
Top contributors included gold and precious metals stocks, while detractors were Boss Energy, QBE Insurance, Amplitude Energy, and 29 Metals.
Financial highlights
Profit before tax was $47.4 million; profit after tax was $33.4 million for FY26.
Fully franked final dividend of 3.0c per share and special dividend of 1.0c per share declared.
Fully franked yield at 9.3%, gross yield at 13.2% including special dividend.
Share price traded at a 6% discount to pre-tax NTA.
Outlook and guidance
Market conditions likened to the 1970s, with expectations of continued volatility due to inflation, geopolitical tensions, and resource nationalism.
Anticipates ongoing opportunities in quality businesses that have experienced significant sell-offs.
Focus remains on disciplined investment process through market cycles.
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Latest events from Cadence Capital
- Strong outperformance, high yields, and defensive positioning amid inflation and volatility.CDM
Investor presentation - FY24 profit after tax reached $21.6m, with a 10.4% fund return and a 6.0c fully franked dividend.CDMH2 2024
- FY25 profit after tax reached $6.3m, with gold investments driving a 3.4% fund gain.CDMH2 2025
- Profit before tax reached $56.6m, driven by gold equities and a 25.3% portfolio gain.CDMH1 2026
- Funds outperformed benchmarks, declared strong dividends, and emphasized gold and resource exposure.CDMAGM 2025
- Double-digit returns, disciplined investing, and all resolutions passed amid market volatility.CDMAGM 2024
- Half-year loss of $7.8m, 3cps dividend, and portfolio down 3.6% amid volatile markets.CDMH1 2025
Next Cadence Capital earnings date
AGM 202619 Nov, 2026
Cadence Capital
Next Cadence Capital earnings date
AGM 202619 Nov, 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.