All posts tagged Portfolio Management
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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 -
Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
August 18, 2020Can you give us some insights into Decentralized Decision Making from this Q2 earnings season?
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 5, 2020Can you give us some insights into Competitive Moats from this Q2 earnings season?
Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund
Caldwell U.S. Dividend Advantage