Cadence Capital Limited: Business Overview, Financials & Competitive Analysis
Cadence Capital Limited scores 7/10 on the AskCyborg Cyborg Score (Strong). Established LIC with proven risk-adjusted returns and SMSF-friendly structure, offering consistent dividend income but facing recent competitive headwinds. Cadence Capital demonstrates consistent outperformance versus benchmark indices with nearly two decades of track record. Strong institutional positioning with significant SMSF shareholder base. However, recent underperformance against ASX All Ordinaries Index.
What is Cadence Capital Limited's industry? Cadence Capital Limited (cadencecapital.com.au) operates in Listed Investment Companies / Closed-End Equity Funds. AskCyborg classifies Cadence Capital Limited under Listed Investment Companies / Closed-End Equity Funds in its company registry.
Cadence Capital Limited is a Listed Investment Company (LIC) that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. CDM listed on the ASX in December 2006 and currentl...
Cyborg Score thesis
Established LIC with proven risk-adjusted returns and SMSF-friendly structure, offering consistent dividend income but facing...
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Get Current Report FreeCadence Capital Limited Overview
Pro stress-test →Cadence Capital Limited is a Listed Investment Company (LIC) that invests in listed equities, with the aim of producing above market risk-adjusted returns over time. CDM listed on the ASX in December 2006 and currently has $300m of Funds Under Management.
Strategic Profile
Pro stress-test →ASX:CDM has outperformed the market, delivering superior risk adjusted returns since inception (over 12 years). Around 40% of our shareholders are Self Managed Super Funds (SMSF), positioning the company as a key vehicle for retail and SMSF investors seeking diversified Australian equity exposure.
Competitive Landscape
Pro stress-test →Cadence Capital competes in the LIC space with other closed-end equity funds managing Australian equities. Primary competitors include other domestic-focused LICs and ETFs offering similar diversified Australian equity exposure. The company's differentiation lies in active management, fundamental and technical analysis, and SMSF-friendly structure.
Industry Context
Cadence Capital Limited operates in Listed Investment Companies / Closed-End Equity Funds.
Key facts
Founded: 2005 · Headquarters: Australia · Revenue: $15.3M · Market cap: $238M