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Caldwell Investment Management Ltd.
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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

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    September 16, 2020

    The pandemic has inflicted enormous amounts of changes in our daily lives and the economy. Businesses are failing and we are forced to behave differently. We are all adapting to these changes the best we can, but what about investments that our retirement relies on?

    Funds William manages:
    Caldwell Balanced Fund
    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    September 9, 2020

    Central banks are printing money on an unprecedented scale. With more money in circulation, will my savings be hurt? What should I do financially to protect myself?

    Funds William manages:
    Caldwell Balanced Fund
    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

  • Thomas S. Caldwell, C.M.

    Chairman

    September 9, 2020

    I’ve heard you say that the markets are a little bit tired. What does that mean?

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

    President and CEO

    September 2, 2020

    Let’s talk about gold, since everyone is.

  • Thomas S. Caldwell, C.M.

    Chairman

    September 2, 2020

    This is a fascinating time we are living in. If you had to give the stock markets a personality, what personality would it be?

  • 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.

    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, 2020

    Explain 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, 2020

    Explain 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, 2020

    Explain 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

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    August 27, 2020

    Since central banks are printing a lot of money, the price of gold will go much higher. How can investors make sense of this and invest properly?

    Funds William manages:
    Caldwell Balanced Fund
    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

  • Thomas S. Caldwell, C.M.

    Chairman

    August 26, 2020

    We are less than 70 days to the U.S. elections. What are your thoughts regarding how emotionally charged it is?

    • Load More

    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

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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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