All posts tagged Risk
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William Chin, MBA
Portfolio Manager & Chief Technical Analyst
April 15, 2021There is talk that index funds are low in management fees and computers can help manage portfolios, resulting in lower fees. What do you say to that?
Funds William manages:
Caldwell North American Fund (formerly Caldwell Balanced Fund)
Tactical Sovereign Bond Fund -
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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Thomas S. Caldwell, C.M.
Chairman
May 6, 2020One of the issues with investing right now is that many investors don’t understand the products. What would you say to them?
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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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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