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All posts tagged Portfolio Management

Jennifer Radman, CFA,

Vice President & Senior Portfolio Manager

20180102_JRadman_Headshot
February 19, 2020

Element 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, 2020

How 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, 2020

Motorola 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

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

December 17, 2019

You were a panelist at the Wealth Professional Women in Wealth conference. Can you walk us through how you think about the gender gap in the wealth management industry?

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

December 11, 2019

The Caldwell U.S. Dividend Advantage Fund merged with the Clearpoint Global Dividend Fund. Please tell us about the merger.

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

President and CEO

December 4, 2019

The Caldwell U.S. Dividend Advantage Fund made changes in October 2019. One of the changes was fees. Tell us about the fee changes.

Jennifer Radman, CFA

Vice President & Senior Portfolio Manager

October 16, 2019

What does safety mean to you?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

September 18, 2019

I have heard from the media that there have been large rotations within the stock market, investors are rotating between growth and value stocks. Is this something that I should expect my portfolio manager to be doing, to make me more money?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Mario Mainelli, CFA

Portfolio Manager

July 2, 2019

What are your thoughts on value versus growth stocks?

Morgan Pampe, MFIN, CFA

Portfolio Manager

June 25, 2019

Why is it important for investors to have a diversified portfolio?

Thomas S. Caldwell, C.M.

Chairman

June 11, 2019

What do you say to investors when they ask why their portfolio is not mirroring the markets?

Mario Mainelli, CFA

Portfolio Manager

June 4, 2019

How do you think about disruption when analyzing stocks?
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