Caldwell North American Fund (formerly Caldwell Balanced Fund)

Why Invest

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.

Key Features

  • 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.
Ready to Invest?
Jennifer Radman photo

Jennifer Radman, CFA

Lead Portfolio Manager, Equities
William Chin photo

William Chin, MBA

Portfolio Manager, Fixed Income
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