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Jennifer Radman, CFA

Let’s talk about Closet Indexing & the risks Investment Advisors need to think about.

Posted: February 25, 2021

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

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Jennifer Radman
Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

Jennifer is Head of Investments & Senior Portfolio Manager at Caldwell Investment Management Ltd. She is the lead equity Portfolio Manager on the Caldwell North American Fund (formerly Caldwell Balanced Fund) and lead Portfolio Manager on the Caldwell U.S. Dividend Advantage Fund and the award-winning Caldwell Canadian Value Momentum Fund.

Jennifer joined Caldwell in 2003 where she has been a member of 5 award-winning teams. In 2016, Jennifer earned the Citywire’s Alpha Female Award as a Top 3 Female Portfolio Manager in Canada.

Ms. Radman graduated Magna Cum Laude with a finance degree from the University of South Carolina, where she played the #1 spot on the school’s top-20 NCAA Division I ranked tennis team. She contributes regularly to media outlets including the Globe and Mail, Huffington Post, Wealth Professional Canada and MoneySense Magazines and is featured as a speaker on BNN Bloomberg and other industry significant Radio and TV programs. Jennifer enjoys golfing, running 5ks and travelling in her spare time.