All posts tagged Discipline
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Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
January 21, 2021Let’s talk about the strong performance of lenders recently and kicking the can down the road.
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Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
January 19, 2021Let’s talk about renewable energy. You heard some interesting comments at a recent conference.
Xebec Adsorption – Actual Investment, first purchased: XBC 6/10/2020.
Northland Power – Former Investment, sold: NPI 11/11/2020.
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 -
Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
November 25, 2020So many events in the world this year have been out of our control. What hope can you point to for investors in the future?
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Thomas S. Caldwell, C.M.
Chairman
October 14, 2020What do you look for before you invest in a company’s stock?
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Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020Explain active share and why it’s a key metric when analyzing a mutual fund.
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage