Caldwell Balanced Fund

Why Invest

The Caldwell Balanced Fund (“CBF”) is an actively managed, well diversified portfolio of high quality North American equity and debt securities, which offers the potential for attractive total returns and long-term capital preservation.

Key Features

  • High active share equity portfolio comprised of 20 to 30 stocks that possess compelling valuations, experienced management teams and strong balance sheets. No closet indexing.
  • Enhanced risk-adjusted return potential through a complementary and proven strategy of tactically investing in government-guaranteed sovereign bonds in order to capitalize on anticipated changes in interest rates.
Ready to Invest?
Jennifer Radman photo

Jennifer Radman, CFA

Lead Portfolio Manager, Equities
William Chin photo

William Chin, MBA

Portfolio Manager, Fixed Income