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Caldwell Investment Management Ltd.
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    • About Caldwell
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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
  • Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President and CEO

    April 22, 2020

    There seems to be a bit of a calm with investors and things don’t seem to be as bad as they were two weeks ago. Have you had the same experience with your clients?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 22, 2020

    Where do you see value in the markets?

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

    President and CEO

    April 15, 2020

    We have never experienced this and we’re trying to navigate through the COVID-19 pandemic. What are you telling your clients to help them get through these unprecedented times?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 15, 2020

    There is a lot going on with social distancing and working from home. Where do we go from here?

  • Thomas S. Caldwell, C.M.

    Chairman

    April 1, 2020

    What are the two key market drivers?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    April 1, 2020

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

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

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 25, 2020

    I’ve heard the phrase “flight to safety” many times in the past weeks. Where can an investor find safety in times like these?

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

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

    President and CEO

    March 25, 2020

    What do you mean by “Our business is not what people think it is”?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 11, 2020

    You often say, “In volatile times when investors are emotional, the job of the media is to create bargains for us”. Please explain.

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 11, 2020

    In response to potential quarantines, people are rushing to supermarkets stocking up on daily necessities. What does that mean for the industry?

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

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

    President and CEO

    March 3, 2020

    It has been a challenging time for the health of the world medically and financially. What are your thoughts regarding the Coronavirus and the stock market?

  • 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

    • travel
    • flying
    • Wholesalers
    • Top 50
    • Wealth Management
    • Jennifer Kuta
    • WP Canada
    • portfoliomanagement
    • portfoliomanager
    • caldwellinvestment
    • market
    • Investments
    • 2023
    • BLOOMBERG
    • COVID
    • University
    • vaccination
    • Omit Burnout
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    • Competitive Advantage
    • Opportunity
    • England
    • Quantitative Investing
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    • Extra Benefits
    • Current Book
    • Personal Growth
    • #Chairman
    • Russia
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    • Commentary
    • War
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    • CALDWELL INVESTMENT MANAGEMENT
    • INVESTMENT
    • environmental social and corporate governance
    • Meetings
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    • Trade Wars
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    • China
    • Risk
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    • Prospecting
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    • U.S.
    • Motivation
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    • Canada
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    • Discipline
    • COVID19
    • Goodreads
    • Analysis
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    • Investment Success
    • Educating

    150 King Street West,

    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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