Podcasts Archives | Page 18 of 48 | Caldwell Investment Management Ltd.

Thomas S. Caldwell, C.M.

Chairman

March 3, 2020

Back in December 2018 you wrote a piece that was published in the Globe and Mail Opinion called “Making sense of the current market volatility”. Seems like nothing has changed regarding volatility over the past year.

Making sense of the current market volatility

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

March 3, 2020

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

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

Thomas S. Caldwell, C.M.

Chairman

February 25, 2020

I’ve heard you say “Don’t get focused on indices”. What is your thought process?

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

President and CEO

February 25, 2020

For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

February 19, 2020

Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.

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

Thomas S. Caldwell, C.M.

Chairman

February 19, 2020

You are passionate about sales and tell others to stretch their sales muscles. What do you mean by that?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

February 12, 2020

How should we position our portfolios against volatility from this outbreak of the Coronavirus?

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

Thomas S. Caldwell, C.M.

Chairman

February 12, 2020

Part of sales is being relevant in people’s lives. What do you do to be helpful to others?

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

February 5, 2020

Motorola Solutions is one of the holdings in the Caldwell U.S. Dividend Advantage Fund. Tell us about it.

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

Thomas S. Caldwell, C.M.

Chairman

February 5, 2020

You believe that we are over “news’d”, but that is actually good for investors. How so?

Thomas S. Caldwell, C.M.

Chairman

January 28, 2020

Thomas S. Caldwell, C.M.

Back in December 2018 you wrote a piece that was published in the Globe and Mail Opinion called “Making sense of the current market volatility”. Seems like nothing has changed regarding volatility over the past year.

Jennifer Radman, CFA

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

Thomas S. Caldwell, C.M.

I’ve heard you say “Don’t get focused on indices”. What is your thought process?

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

For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?

Jennifer Radman, CFA

Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.

Thomas S. Caldwell, C.M.

You are passionate about sales and tell others to stretch their sales muscles. What do you mean by that?

William Chin, MBA

How should we position our portfolios against volatility from this outbreak of the Coronavirus?

Thomas S. Caldwell, C.M.

Part of sales is being relevant in people’s lives. What do you do to be helpful to others?

Jennifer Radman, CFA

Motorola Solutions is one of the holdings in the Caldwell U.S. Dividend Advantage Fund. Tell us about it.

Thomas S. Caldwell, C.M.

You believe that we are over “news’d”, but that is actually good for investors. How so?

Thomas S. Caldwell, C.M.

You passionately speak about the importance of spirit in our business. Would you elaborate?

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