All posts tagged Portfolio Management
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Jennifer Radman, CFA
Vice President & Senior Portfolio Manager
April 1, 2020Your grandfather shared some words of wisdom with you. What were they?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Thomas S. Caldwell, C.M.
Chairman
March 3, 2020Back in December 2018 you wrote a piece that was published in the Globe and Mail Opinion called “Making sense of the current market volatility”. Seems like nothing has changed regarding volatility over the past year.
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Jennifer Radman, CFA
Vice President & Senior Portfolio Manager
March 3, 2020As a fund manager, how are you navigating the Coronavirus sell-off with your Canadian equity strategy?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Jennifer Radman, CFA
Vice President & Senior Portfolio Manager
February 19, 2020Element 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 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
February 12, 2020How should we position our portfolios against volatility from this outbreak of the Coronavirus?
Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund) -
Jennifer Radman, CFA
Vice President & Senior Portfolio Manager
February 5, 2020Motorola 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