William Chin, MBA

william chin

William Chin, MBA
Portfolio Manager & Chief Technical Analyst


William Chin is the lead Portfolio Manager on the Caldwell Income Fund and Portfolio Manager for the fixed income portion of the Caldwell Balanced Fund. He also manages fixed income portfolios for Caldwell’s separately managed account platform. He advises on a number of Caldwell’s funds with specialties in macro-economics, currency risk management and technical analysis. William is a member of Caldwell's Investment Risk Committee. He contributes 35 years of international investment experience in the areas of portfolio management, currency risk and treasury management. William began his career in the currency market and progressed to the role of treasury manager for a large international bank. He was registered as a Portfolio Manager with the Ontario Securities Commission in 1999 and was managing high net worth client portfolios on a discretionary basis prior to joining Caldwell.

William has an MBA in economics and international finance. He is an Associate with PPI Advisory, an estate and tax planning firm for high net worth families, business owners and charitable foundations. He has been a volunteer and a board member for the Canadian Society of Technical Analysts since 2001 and is their former President. He is also the Chief Technical Analyst for Caldwell.  

William is a frequent speaker on macro analysis, monetary policy and technical analysis.


Funds William manages:

Caldwell Balanced Fund

Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)