All posts tagged Discipline

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

    President and CEO

    April 9, 2021

    “Stocks are a one sided romance”, would you tell us what that means?

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

    President and CEO

    April 8, 2021

    I heard you speaking about Money Ball and the markets recently. Would you elaborate?

    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 18, 2021

    Let’s talk about Constellation Software, Hurdle Rates, and “Who Moved my Cheese?”.

    Constellation Software – Former Investment, sold: 10/27/2020.

    The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.

    The information contained herein provides general information about the Fund at a point in time. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.

    Funds Jennifer manages:
    Caldwell North American Fund (formerly Caldwell Balanced Fund)
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 16, 2021

    Let’s talk about TFI and catalyst drivers within Caldwell’s Value Momentum Strategy.

    TFI International Inc. – Current Investment, first purchased: 1/27/2017.

    The CVM was not a reporting issuer offering its securities privately from August 8, 2011 until July 20, 2017, at which time it became a reporting issuer and subject to additional regulatory requirements and expenses associated therewith.

    The information contained herein provides general information about the Fund at a point in time. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.

    Funds Jennifer manages:
    Caldwell North American Fund (formerly Caldwell Balanced Fund)
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 10, 2021

    Let’s talk about Corporate Culture, Hiring and Tricon.

    Tricon Residential Inc. – Actual investment, first purchased 6/8/2016.

    Caldwell North American Fund (formerly Caldwell Balanced Fund) merged with the Caldwell Global Financial Services Fund and changed its investment objective 06/25/2012. Refer to the Annual Information Form for more information. Effective 11/16/2020, the fund no longer allocates fixed income as part of the investment strategy. Refer to the amendment #1 to the Simplified Prospectus dated 10/13/2020.
    The information contained herein provides general information about the Fund at a point in time. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Rates of returns, unless otherwise indicated, are the historical annual compounded returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed; their values change frequently and past performance may not be repeated.

    Funds Jennifer manages:
    Caldwell North American Fund (formerly Caldwell Balanced Fund)
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 9, 2021

    Let’s talk about Societies from the perspective of Capital Allocation.

Want to hear something good?Sign up for updates