All posts tagged Investment Success
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
September 16, 2020The pandemic has inflicted enormous amounts of changes in our daily lives and the economy. Businesses are failing and we are forced to behave differently. We are all adapting to these changes the best we can, but what about investments that our retirement relies on?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
September 9, 2020Central banks are printing money on an unprecedented scale. With more money in circulation, will my savings be hurt? What should I do financially to protect myself?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
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 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 31, 2020Explain down capture and why its a key metric when analyzing a mutual fund.
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 correlation and why its a key metric in analyzing a mutual fund.
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage