Caldwell Canadian Value Momentum Fund

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.
Ready to Invest?
Jennifer Radman photo

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager
William Chin photo

William Chin, MBA

Portfolio Manager & Chief Technical Analyst
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