All posts tagged Portfolio Management
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Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
June 24, 2020What are the four themes in the Caldwell Canadian Value Momentum Fund today?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage -
Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
May 6, 2020What’s the most important investment lesson that you have learned during the COVID-19 pandemic?
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
April 29, 2020Are you implementing a different strategy with your clients’ portfolios, looking towards a post COVID-19 world?
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Jennifer Radman, CFA
Head of Investments & 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
Head of Investments & 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