Why Invest
The Caldwell Canadian Value Momentum Fund (“CVM”) employs a rigorous and repeatable investment process based on the combination of quantitative discovery and traditional, bottom-up fundamental analysis. The end result is a portfolio containing the best attributes of value and momentum.
Key Features
- Concentrated, high-conviction portfolio targeting 15-25 stocks that are vastly different from traditional Canadian Equity funds, which predominately employ large-cap strategies that closely track the Index.
- Portfolio has historically emphasized small and mid-cap companies that may be overlooked or not accessible to larger mandates.
- Seeks to capitalize on investment opportunities offering the most attractive risk-adjusted return potential.
- Benchmark and style agnostic - the fund invests across the market-cap spectrum.
- A category leading Active Share* score of 92.5% relative to the S&P/TSX Composite Index.
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