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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 Cadence Capital Limited and Cadence Opportunities Fund Limited.
Financial performance review
Cadence Capital Limited returned 3.4% for the year, with a strong 7.3% gain in the second half reversing earlier underperformance and profit after tax of $6.3m.
Cadence Opportunities Fund up 7.9% for the year, profit after tax of $1.5m, with a 9.1% gain in the second half.
For the 12 months to September, Cadence Capital up 14% (outperforming ASX accumulation index by 3.5%), Cadence Opportunities up 20.8% (outperforming index by 10.3%).
Pre-tax NTA for Cadence Capital up 20% since Jan 2025; Cadence Opportunities up 22% in same period.
Share price lags NTA by 14%, resulting in a 21% discount to NTA despite strong performance.
Dividend announcements
Cadence Capital paid a $0.03 final dividend, franked at 50%, yielding 8.8% (10.7% grossed up); 12.0 cents profit reserves remain.
Cadence Opportunities declared a 7.0 cent fully franked final dividend, yielding 7.8% (11.1% grossed up); 31.0 cents profit reserves remain.
Maintains $0.12 in reserves, covering about two years of future dividends.
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
H1 202625 Feb, 2026
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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