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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
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  • Tell Me Something Good
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  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
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Tell Me Something Good Tell Me Something Good
  • Blog
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  • Thomas S. Caldwell, C.M.

    Chairman

    September 18, 2019

    There seems to be a lot of noise and negativity floating around in the news. What’s really happening here? What’s the big picture?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 11, 2019

    You just wrote a piece titled “Where are the bargains?” Please tell us about it.

    See full article:
    Where are the bargains?

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

    President and CEO

    September 5, 2019

    Now that the summer months are over, what are you most looking forward to this fall regarding the markets?

  • Thomas S. Caldwell, C.M.

    Chairman

    September 5, 2019

    You believe the market now, in September 2019, has an “upward bias”. Why?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 29, 2019

    What is your best advice to investors for the rest of this year?

    Funds Jennifer manages:
    Caldwell Balanced Fund
    Caldwell Canadian Value Momentum Fund

  • Thomas S. Caldwell, C.M.

    Chairman

    August 28, 2019

    We’re more than half way through 2019, where do you see the bargains?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 21, 2019

    Why do you see more companies go from a publicly traded company to a private one?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 14, 2019

    You are known as a value investor, meaning you are always looking for bargains. How do you find bargains?

  • Morgan Pampe, MFIN, CFA

    Portfolio Manager

    August 14, 2019

    It’s August 2019, why are markets so volatile right now?

  • Thomas S. Caldwell, C.M.

    Chairman

    August 8, 2019

    We seem to have a lot of volatility this August 2019. What’s all of this turmoil pointing to in the future?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    August 8, 2019

    Listening to the news, the trade war between the U.S. and China is driving stocks lower. Should I take precautionary measures in my investments?

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

  • 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

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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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