All posts tagged Discipline

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 21, 2021

    Let’s talk about the strong performance of lenders recently and kicking the can down the road.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    January 19, 2021

    Let’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, 2020

    So many events in the world this year have been out of our control. What hope can you point to for investors in the future?

  • Thomas S. Caldwell, C.M.

    Chairman

    October 14, 2020

    What do you look for before you invest in a company’s stock?

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    The market’s volatility over the first half of 2020 has prompted Investment Advisors to take a hard look at their product shelves.

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    August 31, 2020

    Explain active share and why it’s a key metric when analyzing a mutual fund.

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