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Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
  • Podcasts
  • Thomas S. Caldwell, C.M.

    Chairman

    December 2, 2020

    You just finished reading a book on Winston Churchill by Erik Larson called The Splendid and the Vile. You had one great takeaway. What was it?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 25, 2020

    So many events in the world this year have been out of our control. What hope can you point to for investors in the future?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 25, 2020

    Governments have spent so much money during the pandemic, and now we need to prepare ourselves for higher taxes. What are your thoughts?

  • 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.

    Funds Jennifer manages:
    Caldwell North American Fund (formerly Caldwell Balanced Fund)
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • Thomas S. Caldwell, C.M.

    Chairman

    November 18, 2020

    Do you believe corporate earnings are still relevant?

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 11, 2020

    There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?

  • Thomas S. Caldwell, C.M.

    Chairman

    November 11, 2020

    COVID-19 has been a major disruptor in 2020, the year that we all would like to forget. But now there is talk about a vaccine.

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    November 4, 2020

    Last night was an epic, nail biter Presidential election. What does this mean for markets?

  • 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.

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

  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    October 28, 2020

    Alternative Energy seems to be on everyone’ s mind these days. What can you tell us?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 28, 2020

    Investors are inundated with negativity from every aspect, how can investors cope?

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    Choose Your Updates

    Partners in ProspectingSomething Good for the MonthWilliam's WeeklyChatting the ChartsTell Me Something Good - All Blog Updates1 Minute Podcast with Jennifer Radman

    Speakers

    • Brendan T.N. Caldwell, B.Sc., M.A., CFA
    • Denis Taillefer, CFA
    • Jennifer Radman, CFA
    • Justin Elliott, CFA
    • Morgan Pampe, MFIN, CFA
    • Thomas S. Caldwell, C.M.
    • William Chin, MBA

    Topics

    • travel
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    • Wholesalers
    • Top 50
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    • Jennifer Kuta
    • WP Canada
    • portfoliomanagement
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    • caldwellinvestment
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    • Investments
    • 2023
    • BLOOMBERG
    • COVID
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    • Omit Burnout
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    • Opportunity
    • England
    • Quantitative Investing
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    • Extra Benefits
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    • #Chairman
    • Russia
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    • Commentary
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    • CALDWELL INVESTMENT MANAGEMENT
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    • environmental social and corporate governance
    • Meetings
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    • Motivation
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    Suite 1702, P.O. Box 47,

    Toronto, ON M5H 1J9

    Phone: 416-593-0353

    Phone: 1-800-256-2441

    funds@caldwellinvestment.com

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    Disclaimer

    All audios recorded in Toronto, Canada on date specified. All comments presented are those of respective speakers. The comments provided in these audios are general in nature based on information available at the time of recording and should not be considered as comprehensive investment advice or an offer to buy and/or sell securities. Market conditions may change and Caldwell Investment Management Ltd. accepts no responsibility for individual investment decisions arising from reliance on the information presented.

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