All posts tagged Risk
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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 -
William Chin, MBA
Portfolio Manager & Chief Technical Analyst
September 18, 2019I 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)