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Jennifer Radman, CFA

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

Posted: March 3, 2020

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

A transcript of this episode is available below, modified for a more enjoyable reading experience. For more posts exploring the ideas we talk about in the episode, check out our Related Reads links.

Your Host
Jennifer Radman
Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

Jennifer is VP & Senior Portfolio Manager at Caldwell Investment Management Ltd. She is the lead equity PM on the Caldwell Balanced Fund and lead PM on the award-winning Caldwell Canadian Value Momentum Fund.
Jennifer joined Caldwell in 2003 where she has been a member of 2 Lipper 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.
To learn more about Jennifer Radman click here to download her Q&A.

Transcript
00:15 So the volume and fund is a very active strategy. And what we're doing is looking for areas of strength in the market and we do have an ability to go to cash in.
00:26 So we participated in the initial phase of the selling got to 20 percent cash flow a little bit above that and then in the last few days we've been rotating from weaker stocks and into areas of strength and so we don't know how this plays out and don't know the path of the market and so we're staying balanced between risk on risk off to have some cash have some gold have some risk on risk off and then we'll be able to sort of change that as things go forward.
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