Clearpoint Global Dividend Fund
- The Fund intends to invest in high quality global investments which generate income and provide capital appreciation opportunities, while seeking protection from market volatility.
Mr. Tascatan is a Portfolio Manager with Caldwell Investment Management Ltd., responsible for securities analysis and portfolio management. Sean has 8 years of experience as an integral member of a team of highly celebrated, recognized and award winning Portfolio Managers in Canada. He was Co-Manager of a $3 billion U.S. Growth and Income mandate, focusing on high-quality U.S. dividend-paying securities with demonstrated history of dividend and business growth.
Sean graduated with an Honours BA in Economics and Financial Management from Wilfrid Laurier University. Sean is a CFA charterholder and he has completed the Options Licensing Course. Sean joined Caldwell in July of 2018.
- Fund Facts (Series A, F, I)
- Simplified Prospectus
- Quarterly Portfolio Disclosure
- Annual Information Form
- Financial Statements & Management Reports of Fund Performance
- Proxy Voting Record