Caldwell Canadian Value Momentum Fund

The Caldwell Canadian Value Momentum Fund is now a Prospectus Mutual Fund.
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Reasons To Own:

  • Our exclusive screening process identifies companies that are creating significant value for investors.
  • Our portfolio of 15-25 stocks means our clients' money is focused on owning the best opportunities the market has to offer (no closet indexing here).
  • A demonstrated ability to outperform in falling markets.
  • The Fund ranks in the top percentile in the Morningstar Canadian Equity category for the 5-year return ended August 2016.
  • A 5 year track record of outperformance speaks to a successful history of decision making and a proven and repeatable investment process.

Investment Strategy:

The CCVMF uses a proprietary, quantitative model to screen the Canadian market for stocks that are undergoing a positive re-rating by the market. The model uncovers these stocks by combining the disciplines of value and momentum to create an investing style we coined MARP, "Momentum at a Reasonable Price." The MARP model combines screening and ranking methodologies on a custom set of quantitative factors to produce a list of strict buy and sell decisions. These are further vetted by our portfolio management team through a fundamental research overlay in order to prevent unwanted risks in the portfolio. The result is a portfolio that owns 15-25 of the most timely stocks in Canada.

The Fund has demonstrated the potential for superior investment results with reduced risk. Companies uncovered by the MARP model are undergoing a positive fundamental change driven by company or industry-specific events. These are often independent of factors driving the overall market, which has allowed the Fund to demonstrate low correlation with market moves. In particular, the Fund has shown a strong ability to produce favorable results in down markets.


View the Caldwell Canadian Value Momentum Fund Highlights – Series F and Series O

Caldwell Canadian Value Momentum Fund

Caldwell Canadian Value Momentum Fund Fundgrade A+ Award

Portfolio Management Team

Jennifer Radman photo
Vice President, Head of North American Equities & Senior Portfolio Manager
 
 
Mario Mainelli photo
Portfolio Manager

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.