Podcasts Archives | Page 25 of 48 | Caldwell Investment Management Ltd.

Thomas S. Caldwell, C.M.

Chairman

April 23, 2019

The financial crisis happened over 10 years ago. Are there lessons that we have learned from that experience?
Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

April 16, 2019

It’s important for you that the companies you invest in have strong balance sheets. Can you explain why and how that thinking can apply to individuals and their cash planning?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Thomas S. Caldwell, C.M.

Chairman

April 16, 2019

You like the “wobble” factor in the markets. What does that mean?
Thomas S. Caldwell, C.M.

Chairman

April 9, 2019

What frustrates you most about the markets?
Morgan Pampe, MFIN, CFA

Portfolio Manager

April 2, 2019

What has changed in the first quarter of 2019 from the end of 2018?
Thomas S. Caldwell, C.M.

Chairman

April 2, 2019

You have been in the industry for over 50 years, what still excites you the most about the industry and hasn’t changed since you began?
William Chin, MBA

Portfolio Manager & Chief Technical Analyst

March 26, 2019

I’m worried about all the issues facing the Canadian economy and the rather limited list of good companies to invest in. What should I do?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
Thomas S. Caldwell, C.M.

Chairman

March 26, 2019

With so many news headlines on a daily basis, how do you make investment decisions?
Thomas S. Caldwell, C.M.

Chairman

March 19, 2019

Let’s discuss the value of advice. Is investment advice a commodity?
Thomas S. Caldwell, C.M.

Chairman

March 12, 2019

Do you make your investment decisions based upon the politics of the day?
Thomas S. Caldwell, C.M.

Chairman

March 5, 2019

You mentioned in your Volatility write up that 10% of investors are actually looking at corporate fundamentals. What is your investment discipline?

Load More