Jennifer Radman, CFA
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Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 25, 2021Let’s talk about Closet Indexing & the risks Investment Advisors need to think about.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 23, 2021Let’s talk about Semis, Supply Chain Disruptions and Business Models.
Texas Instruments Inc. – actual investment, first purchased 6/30/2020.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
It should not be assumed that investments in the securities identified were or will be profitable, nor should they be considered as investment advice applicable to any specific circumstances and thus should not be construed as investment advice nor an offer or solicitation to purchase or sell securities.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 18, 2021Let’s talk about Constellation Software, Hurdle Rates, and “Who Moved my Cheese?”.
Constellation Software – Former Investment, sold: 10/27/2020.
The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 16, 2021Let’s talk about TFI and catalyst drivers within Caldwell’s Value Momentum Strategy.
TFI International Inc. – Current Investment, first purchased: 1/27/2017.
The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 10, 2021Let’s talk about Corporate Culture, Hiring and Tricon.
Tricon Residential Inc. – Actual investment, first purchased 6/8/2016.
Caldwell North American Fund (formerly Caldwell Balanced Fund) merged with the Caldwell Global Financial Services Fund and changed its investment objective 06/25/2012. Refer to the Annual Information Form for more information. Effective 11/16/2020, the fund no longer allocates fixed income as part of the investment strategy. Refer to the amendment #1 to the Simplified Prospectus dated 10/13/2020.
The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Rates of returns, unless otherwise indicated, are the historical annual compounded returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 9, 2021 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 4, 2021Let’s talk about ESG and the lumber producers.
Investments, first purchased: Canfor Corp. 12/3/2020, Interfor Corp. 11/13/2020, West Fraser Timber Co. Ltd. 11/3/2020.
The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 2, 2021Let’s talk about Alternative Data, the Momentum factor, and Couche-Tard.
Alimentation Couche-Tard Inc. – Former Investment, sold: 12/4/2020.
The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
January 28, 2021Let’s talk about Karora Resources – this is top holding in the Caldwell Canadian Value Momentum Fund.
Karora Resources – Actual Investment, first purchased: 12/3/2020.
The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
January 26, 2021 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
January 21, 2021 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
January 19, 2021Let’s talk about renewable energy. You heard some interesting comments at a recent conference.
Xebec Adsorption – Actual Investment, first purchased: XBC 6/10/2020.
Northland Power – Former Investment, sold: NPI 11/11/2020.
The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.
The information contained herein provides general information about the Fund at a point in time. Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.
Funds Jennifer manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
November 18, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
November 4, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 18, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 5, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
July 22, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
June 24, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
April 1, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
March 3, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 19, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 5, 2020 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
December 17, 2019 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
October 16, 2019What does safety mean to you?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 29, 2019 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
July 16, 2019 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
May 28, 2019 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
April 16, 2019 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 19, 2019