Effective November 19, 2021 (the “Effective Date”), units of each series of the Fund will no longer be available for purchase by new investors, except as permitted by Caldwell, other than the following types of investors: (1) those who purchase through a discretionary account and whose advisor has signed an acknowledgement of portfolio management registration with us to purchase units of the Fund; and (2) those who purchase through dealer model portfolio programs where the dealer has trading or discretionary authority over the portfolio and the Fund was part of the portfolio as of the Effective Date. Investors who held units of the Fund on the Effective Date and continue to hold those units, can continue to make additional investments into the 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.
- Awarded an overall 5-star rating from Morningstar Direct.*
- 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.
