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Jennifer Radman, CFA

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Jennifer Radman, CFA,

Vice President & Senior Portfolio Manager

20180102_JRadman_Headshot
February 19, 2020

Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

All Podcasts

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

February 5, 2020

Motorola Solutions is one of the holdings in the Caldwell U.S. Dividend Advantage Fund. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

December 17, 2019

You were a panelist at the Wealth Professional Women in Wealth conference. Can you walk us through how you think about the gender gap in the wealth management industry?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

October 16, 2019

What does safety mean to you?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

August 29, 2019

What is your best advice to investors for the rest of this year?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

July 16, 2019

You wanted to do another book review: Mindset by Carol S. Dweck. How did it resonate with you?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

May 28, 2019

You just read “The Talent Code: Greatness Isn’t Born. It’s Grown. Here’s How” by Daniel Coyle. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

April 16, 2019

It’s important for you that the companies you invest in have strong balance sheets. Can you explain why and how that thinking can apply to individuals and their cash planning?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

February 19, 2019

U.S. companies continue to report fourth quarter and full year earnings. Can you walk us through the major themes in these earnings results?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Disclaimer

All audios recorded in Toronto, Canada on date specified. All comments presented are those of respective speakers. The comments provided in these audios are general in nature based on information available at the time of recording and should not be considered as comprehensive investment advice or an offer to buy and/or sell securities. Market conditions may change and Caldwell Investment Management Ltd. accepts no responsibility for individual investment decisions arising from reliance on the information presented.