All posts tagged Portfolio Management

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 25, 2021

    Let’s talk about Closet Indexing & the risks Investment Advisors need to think about.

    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. 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

  • Jennifer Radman, CFA

    Head of Investments & Senior Portfolio Manager

    February 23, 2021

    Let’s talk about Semis, Supply Chain Disruptions and Business Models.

    Texas Instruments Inc. – actual investment, first purchased 6/30/2020.

    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

    It should not be assumed that investments in the securities identified were or will be profitable, nor should they be considered as investment advice applicable to any specific circumstances and thus should not be construed as investment advice nor an offer or solicitation to purchase or sell securities.

    Funds Jennifer manages:
    Caldwell North American Fund (formerly Caldwell Balanced Fund)
    Caldwell Canadian Value Momentum Fund
    Caldwell U.S. Dividend Advantage

  • 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.

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

    President and CEO

    November 11, 2020

    There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?

  • 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.

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