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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
  • Morgan Pampe, MFIN, CFA

    Portfolio Manager

    February 26, 2019

    How do you choose a company to invest in?

  • Thomas S. Caldwell, C.M.

    Chairman

    February 26, 2019

    What is the key component in investment success? Information?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 19, 2019

    U.S. companies continue to report fourth quarter and full year earnings. Can you walk us through the major themes in these earnings results?

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

  • Thomas S. Caldwell, C.M.

    Chairman

    February 19, 2019

    Choose one word of wisdom to help out entrepreneurs.

  • Thomas S. Caldwell, C.M.

    Chairman

    February 12, 2019

    What kept you up at night when you started your firm?

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    February 12, 2019

    What should investors do in these volatile markets to protect themselves?

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

  • Thomas S. Caldwell, C.M.

    Chairman

    February 5, 2019

    How do people quell their emotions with stock markets bouncing around so much and so quickly?

  • Thomas S. Caldwell, C.M.

    Chairman

    January 29, 2019

    Where do you think the stock market is going from here?

  • 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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    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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