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Denis Taillefer, CFA
Portfolio Manager
August 4, 2021 -
Denis Taillefer, CFA
Portfolio Manager
July 22, 2021 -
Thomas S. Caldwell, C.M.
Chairman
July 21, 2021 -
Denis Taillefer, CFA
Portfolio Manager
July 15, 2021 -
Thomas S. Caldwell, C.M.
Chairman
July 14, 2021 -
Justin Elliott, CFA
Portfolio Manager
July 13, 2021We’ve seen a pullback in the semiconductor stocks in recent weeks. What’s been happening in that sector?
Broadcom Inc. and Texas Instruments Inc. are a current investments, first purchased 11/1/2018 and 6/30/2020.
Investors are strongly encouraged to consult with a Financial Advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Caldwell Investment Management Ltd. makes no representations or warranties on the accuracy and completeness of the information included and sourced externally.
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Denis Taillefer, CFA
Portfolio Manager
July 9, 2021 -
Justin Elliott, CFA
Portfolio Manager
July 8, 2021Inflation has dominated headlines in the last while. What’s your view on inflation.
Martin Marietta is a current investment, first purchased: 3/17/2021.
Investors are strongly encouraged to consult with a financial advisor and review the Simplified Prospectus and Fund Facts documents carefully prior to making investment decisions about the Fund. Caldwell Investment Management Ltd. makes no representations or warranties on the accuracy and completeness of the information included and sourced externally.
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Thomas S. Caldwell, C.M.
Chairman
July 7, 2021 -
Justin Elliott, CFA
Portfolio Manager
June 30, 2021 -
Denis Taillefer, CFA
Portfolio Manager
June 24, 2021When you are looking to invest in a company, how important or how much emphasis do you put on the quality of the management team?
The company referenced is not a currently held investment and should not be considered as a recommendation to buy or sell.
