All posts tagged Discipline

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.

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

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

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

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