Jennifer Radman, CFA
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Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020Explain active share and why it’s a key metric when analyzing a mutual fund.
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020Explain down capture and why its a key metric when analyzing a mutual fund.
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020Explain correlation and why its a key metric in analyzing a mutual fund.
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 18, 2020Can you give us some insights into Decentralized Decision Making from this Q2 earnings season?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 5, 2020Can you give us some insights into Competitive Moats from this Q2 earnings season?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
July 22, 2020Why invest in Canada?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
June 24, 2020What are the four themes in the Caldwell Canadian Value Momentum Fund today?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
April 1, 2020Your grandfather shared some words of wisdom with you. What were they?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
March 3, 2020As a fund manager, how are you navigating the Coronavirus sell-off with your Canadian equity strategy?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 19, 2020Element 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 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
February 5, 2020Motorola 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
Head of Investments & Senior Portfolio Manager
December 17, 2019You 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?
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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, 2019What 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
Head of Investments & Senior Portfolio Manager
July 16, 2019You 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
Head of Investments & Senior Portfolio Manager
May 28, 2019You 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
Head of Investments & Senior Portfolio Manager
April 16, 2019It’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
Head of Investments & Senior Portfolio Manager
February 19, 2019U.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