All posts tagged Portfolio Management
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Jennifer Radman, CFA
Head of Investments & Senior Portfolio Manager
January 21, 2021Let’s talk about the strong performance of lenders recently and kicking the can down the road.
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Brendan T.N. Caldwell, B.Sc., M.A., CFA
President and CEO
November 11, 2020There are upcoming changes to the Caldwell Balanced Fund. Can you tell us about them?
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Thomas S. Caldwell, C.M.
Chairman
October 14, 2020What do you look for before you invest in a company’s stock?
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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