All posts tagged Investment Success

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 25, 2020

    I’ve heard the phrase “flight to safety” many times in the past weeks. Where can an investor find safety in times like these?

    Funds William manages:
    Caldwell Balanced Fund
    Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

    A transcript of this episode is available below, modified for a more enjoyable reading experience. For more posts exploring the ideas we talk about in the episode, check out our Related Reads links.

    Your Host
    William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    William Chin, Chief Technical Analyst for Caldwell Investment Management Ltd. (“Caldwell”), is the lead Portfolio Manager on the Tactical Sovereign Bond Fund and Portfolio Manager for the fixed income portion of the Caldwell Balanced Fund. He also advises fixed income portfolios for affiliate Caldwell Securities Ltd.’s separately managed account platform and contributes to the Caldwell Investment Management Ltd. team’s research, specializing in macro-economics, currency risk management and technical analysis. William is a member of Caldwell’s Investment Risk Committee.

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

    President and CEO

    March 25, 2020

    What do you mean by “Our business is not what people think it is”?

    A transcript of this episode is available below, modified for a more enjoyable reading experience. For more posts exploring the ideas we talk about in the episode, check out our Related Reads links.

    Your Host
    Brendan T.N. Caldwell, B.Sc., M.A., CFA

    President, CEO, & CIO

    Brendan Caldwell is the President & CEO of Caldwell Investment Management Ltd (“CIM”). The mutual funds for which Brendan acted as lead portfolio manager have won 5 Lipper Awards for CIM in recent years. He is also co-portfolio manager of Caldwell’s major exchange related investments, including Urbana Corporation and the Caldwell Growth Opportunities Trust.

    Transcript
  • Thomas S. Caldwell, C.M.

    Chairman

    March 11, 2020

    You often say, “In volatile times when investors are emotional, the job of the media is to create bargains for us”. Please explain.

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 11, 2020

    In response to potential quarantines, people are rushing to supermarkets stocking up on daily necessities. What does that mean for the industry?

  • Jennifer Radman, CFA

    Vice President & Senior Portfolio Manager

    March 3, 2020

    As a fund manager, how are you navigating the Coronavirus sell-off with your Canadian equity strategy?

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

    President and CEO

    February 25, 2020

    For Investment Advisors that have been helping clients for some period of time, what questions should they be asking themselves about how to build their business?