Cadence Capital

Investment Managementcadencecapital.com.au

Company typePublic
Founded2003
HeadquartersSydney, Australia
Headcount1–10
GTM typeB2C
OfferingServices

Cadence Capital firmographics

Firmographics

Name: Cadence Capital
Legal name: Cadence Asset Management Pty Ltd
Website: https://cadencecapital.com.au
Company type: Public
Founded year: 2003
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Cadence Capital industry classification

Industry

Product category: Investment Management
NAICS: Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Multi-Strategy — Single-Manager, Multi-PM (FSAHAFAB)

Keywords

Listed investment company
Equity fund management
Australian equities investing
Long short strategy
ASX investment funds

Where Cadence Capital is headquartered

Location

Headquarters

HQ city: Sydney
HQ country: Australia
HQ region: Oceania

Offices1 record

Markets served

Cadence Capital business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

Management Fees: CDM charges a management fee of 1% per annum. CDO charges a management fee of 1.25% per annum (plus GST). These fees are calculated monthly based on the value of the portfolio.
Performance Fees: CDM charges a performance fee of 20% of the amount by which the portfolio return exceeds the All Ordinaries Accumulation Index return. CDO charges 15% performance fee with a high-water mark mechanism. No performance fee is payable if the portfolio has decreased in value.
Funds Under Management: The company currently has $300 million of Funds Under Management across CDM and CDO. Revenue is derived from AUM-based management and performance fees.

Pricing tiers

Model	Billing	Price
Subscription	Monthly	CDM Management Fee
Subscription	Annual	CDM Performance Fee
Subscription	Monthly	CDO Management Fee
Subscription	Annual	CDO Performance Fee

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Cadence Capital product offering

Product offering

Core offering

Cadence Capital operates two ASX-listed investment companies (LICs) — Cadence Capital Limited (ASX:CDM) and Cadence Opportunities Fund (ASX:CDO) — that invest in domestic and global listed equities using a combination of fundamental and technical analysis with a disciplined stock entry/exit strategy. The firm manages approximately $300 million in funds under management and earns revenue from AUM-based management fees (1% for CDM, 1.25% for CDO) and performance fees (20% for CDM, 15% for CDO) benchmarked against the All Ordinaries Accumulation Index.

Product overview

Cadence Capital operates two Listed Investment Companies (LICs) on the ASX: Cadence Capital Limited (CDM) and Cadence Opportunities Fund (CDO). CDM is the flagship fund established in 2006, focusing on long-term fundamental and technical analysis to deliver above-market risk-adjusted returns. CDO, established in 2019, has a more aggressive strategy targeting shorter-term trends and trading opportunities. Both funds offer a Dividend Reinvestment Plan (DRP), with monthly newsletters, quarterly webcasts, annual reports, and investor roadshows providing regular updates on performance and portfolio holdings. The funds differ primarily in investment horizon and trading activity level, with CDO having greater flexibility to participate in shorter-term opportunities.

Differentiator

Problem solved

Functional benefit

Products and services

Cadence Capital Limited (CDM) Australian Listed Investment Company (LIC) that invests in domestic and global listed equities using fundamental and technical analysis with a disciplined stock entry/exit strategy, targeting above-market risk-adjusted returns. Has approximately $300m of Funds Under Management and 11.2% p.a. gross performance over 20.7 years, with around 40% of shareholders being Self Managed Super Funds (SMSFs).
Cadence Opportunities Fund (CDO) Australian Listed Investment Company (LIC) focused on benefiting from shorter-term trends to a greater extent than CDM, with greater ability to participate in trading opportunities. Has delivered 24.0% p.a. gross performance over 7.4 years, outperforming the All Ordinaries Accumulation Index by approximately 2.3 times. Traded on the ASX under ASX:CDO.

Quantifiable outcome

CDM delivered 11.2% p.a. gross return over 20.7 years, outperforming the All Ordinaries Accumulation Index
+4 more outcomes

Companies that use Cadence Capital

Customer profile

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Cadence Capital technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature3 records

Cadence Capital partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

BoardRoom Pty LimitedoperationalOthersBoardRoom Pty Limited serves as the share registry for both Cadence Capital Limited (CDM) and Cadence Opportunities Fund (CDO). They handle shareholding enquiries, maintain shareholder records, process dividend payments, and manage the Dividend Reinvestment Plan (DRP). Contact: GPO Box 3993 Sydney NSW 2001, Telephone: 1300 737 760.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Cadence Capital competitors and assessment

Company assessment

Direct peers

WAM Capital (Wilson Asset Management): WAM Capital (ASX:WAM) is one of Australia's largest and best-known LICs, applying a fundamental, research-driven value approach to Australian listed equities. Highly comparable to Cadence Capital in structure (ASX-listed LIC), investor base (retail + SMSF), and active fundamental-equity investment style.
Platinum Asset Management: Platinum manages Platinum Capital Limited (ASX:PMC), an Australian LIC focused on global listed equities using a long/short mandate. Directly comparable to Cadence in offering an open-mandate, long/short global equity strategy through an ASX-listed LIC structure.
Antipodes Global Investment Company: Antipodes Global Investment Company (ASX:APL) is an ASX-listed LIC that invests in global equities with an open mandate allowing short positions. Closely comparable to Cadence in mandate flexibility, long/short capability, and LIC distribution model in Australia.
Perpetual Equity Investment Company: Perpetual Equity Investment Company (ASX:PIC) is an ASX-listed LIC run by Perpetual's active equity team, investing in Australian listed equities. A direct structural peer to CDM as an Australian equities-focused LIC competing for the same SMSF and retail investor base.
Hearts and Minds Investments: Hearts and Minds Investments (ASX:HM1) is an ASX-listed LIC focused on Australian and global equities. Comparable in structure and target investor base (sophisticated retail, SMSFs, family offices) to Cadence, though with a higher-conviction concentrated portfolio approach.
Montgomery Investment Management: Montgomery manages the Montgomery Fund (ASX:MFF), an Australian LIC investing in small-cap Australian equities. Comparable in structure (ASX LIC) and distribution model (SMSF and retail-focused) to Cadence, with overlapping fundamental research orientation.
Investors Mutual: Investors Mutual is an Australian active equity manager running value-oriented strategies across Australian equities (including the LIC-style IML). Comparable to Cadence in fundamental, value-leaning active equity philosophy and Australian retail/SMSF client focus.
L1 Capital: L1 Capital is an Australian active equity manager operating both long-only and long/short strategies (including the ASX-listed L1 Long Short Fund). Comparable to Cadence in long/short global equities mandate, SMSF-friendly Australian distribution, and active fundamental investment approach.

Broad incumbents

Magellan Asset Management: Magellan is one of Australia's largest active global equity managers (ASX:MFG), offering both LIC and unlisted fund structures. Comparable to Cadence in serving Australian investors seeking global equity exposure, but materially larger and broader in product offering and distribution scale.
Templeton Global Growth Fund: Templeton Global Growth Fund (ASX:TGG) is a large, established ASX-listed LIC focused on global equities managed by Franklin Templeton. A broad incumbent peer in the Australian LIC universe, though much larger and operating a long-only mandate versus Cadence's open long/short approach.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Cadence Capital financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Cadence Capital leadership team

Management profile

Number of profiles

Profiles2 records

Cadence Capital funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Cadence Capital M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cadence Capital

What does Cadence Capital do?

Is Cadence Capital a public or private company?

Cadence Capital is a public company. It is classified as public and is currently operating.

When was Cadence Capital founded?

Cadence Capital was founded in 2003. It employs 1 to 10 people.

Where is Cadence Capital based?

Cadence Capital is headquartered in Sydney, Australia, in the Oceania region.

How does Cadence Capital make money?

Three revenue lines are on record. Management Fees are the primary driver. The others are performance Fees and funds Under Management.

Who are Cadence Capital's main competitors?

Direct peers on record are WAM Capital (Wilson Asset Management), Platinum Asset Management, Antipodes Global Investment Company, Perpetual Equity Investment Company, Hearts and Minds Investments, Montgomery Investment Management, Investors Mutual and L1 Capital. Broad incumbents are Magellan Asset Management and Templeton Global Growth Fund.

Does Cadence Capital have an API?

No public API is recorded for Cadence Capital.

What industry is Cadence Capital in?

Cadence Capital's product category is Investment Management. Its primary akta.pro industry code is FSAHAFAB, Multi-Strategy — Single-Manager, Multi-PM. Its NAICS code is 52394 and its SIC code is 6282.