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All posts tagged Investment Success

Jennifer Radman, CFA,

Vice President & Senior Portfolio Manager

20180102_JRadman_Headshot
February 19, 2020

Element Fleet is one of the holdings in the Caldwell Canadian Value Momentum Fund. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Thomas S. Caldwell, C.M.

Chairman

February 12, 2020

Part of sales is being relevant in people’s lives. What do you do to be helpful to others?

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

February 5, 2020

Motorola Solutions is one of the holdings in the Caldwell U.S. Dividend Advantage Fund. Tell us about it.

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage

Thomas S. Caldwell, C.M.

Chairman

February 5, 2020

You believe that we are over “news’d”, but that is actually good for investors. How so?

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

President and CEO

January 16, 2020

Please explain downside capture and why does it matter to investors?

Thomas S. Caldwell, C.M.

Chairman

January 15, 2020

We’re in the beginning of 2020. Everyone comes up with resolutions and goals. What’s the best way to keep them?

Thomas S. Caldwell, C.M.

Chairman

December 11, 2019

Please tell us about the correlation between low interest rates and their fuel for higher stock prices.

Thomas S. Caldwell, C.M.

Chairman

November 26, 2019

Let talk about investing. People’s needs are broader and deeper than just discount trading and fees. What are your clients’ needs vs talking about fees?

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

President and CEO

November 19, 2019

I’m a little confused. Why would anyone invest in negative interest rate bonds? What are their benefits?

Thomas S. Caldwell, C.M.

Chairman

November 19, 2019

You have been discussing teams lately. What is the importance of a team?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

November 13, 2019

The Bank of Canada is the only central bank in the industrial world that has been refusing to lower its key interest rate. I am worried about our economy. If the Canadian economy weakens, will my stock holdings go down in value?

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

Thomas S. Caldwell, C.M.

Chairman

November 13, 2019

You use the phrase “the big con”, what do you mean by that?
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