Jennifer Radman, CFA

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 25, 2021

    Let’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, 2021

    Let’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, 2021

    Let’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, 2021

    Let’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, 2021

    Let’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

    Let’s talk about Societies from the perspective of Capital Allocation.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 4, 2021

    Let’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, 2021

    Let’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, 2021

    Let’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

    Let’s talk about mindset. You’re a big believer in developing mental muscle – give us an example of what that looks like to you and your team.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 21, 2021

    Let’s talk about the strong performance of lenders recently and kicking the can down the road.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 19, 2021

    Let’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

    Let’s talk about Paychex. They made some comments around new business startups that were surprising.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    November 4, 2020

    Let’s talk about Q3 earnings beats & raises this year. It seems the market is reacting a bit differently to strong performance from companies.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    Explain active share and why it’s a key metric when analyzing a mutual fund.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    Explain down capture and why its a key metric when analyzing a mutual fund.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    Explain correlation and why its a key metric in analyzing a mutual fund.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 18, 2020

    Can you give us some insights into Decentralized Decision Making from this Q2 earnings season?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 5, 2020

    Can you give us some insights into Competitive Moats from this Q2 earnings season?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    July 22, 2020
  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    June 24, 2020

    What are the four themes in the Caldwell Canadian Value Momentum Fund today?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    April 1, 2020

    Your grandfather shared some words of wisdom with you. What were they?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    March 3, 2020

    As a fund manager, how are you navigating the Coronavirus sell-off with your Canadian equity strategy?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 19, 2020

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

  • Jennifer Radman, CFA

    Head of Investments & 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.

  • Jennifer Radman, CFA

    Head of Investments & 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?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    October 16, 2019

    What does safety mean to you?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 29, 2019

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

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    July 16, 2019

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

  • Jennifer Radman, CFA

    Head of Investments & 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.

  • Jennifer Radman, CFA

    Head of Investments & 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?

  • Jennifer Radman, CFA

    Head of Investments & 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?

Want to hear something good?Sign up for updates