Investing primarily in Canadian and international companies, the Caldwell North American Fund, formerly Caldwell Balanced Fund, (“CNA”) offers an actively managed and focused portfolio of stocks which the Manager believes provide attractive potential for long-term capital appreciation.
- High active share equity portfolio comprised of typically 20 to 30 stocks that possess compelling valuations, experienced management teams and strong balance sheets.
- Bottom-up investment approach, which employs a combination of in-depth quantitative and qualitative fundamental analysis.
- No closet indexing.
Jennifer Radman, CFAHead of Investments & Senior Portfolio Manager
Denis Taillefer, CFASenior Portfolio Manager
Justin Elliott, CFAPortfolio Manager
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