On October 26, 2021, Toronto, Ontario, Caldwell Investment Management ltd. announced the Caldwell Canadian Value Momentum Fund, A.K.A. The Fund will be soft capped as of November 19, 2021 because of capacity constraints.
The Fund will be closed to purchases by new investors, except as permitted by Caldwell Investment, and these are as follow:
• Those who purchase through a discretionary account and whose advisor has
signed an acknowledgement of portfolio management registration with Caldwell.
• Those who purchase through dealer model portfolio programs where the dealer
has trading or discretionary authority over the portfolio and the Fund was part of
the portfolio as of the effective date.
Furthermore, investors who held units of The Fund on the effective date as well as continue to to make additional investments in the Fund. According to Brendan Caldwell, CEO of Caldwell Investment Management Ltd., in order to preserve the integrity of the fund’s
investment process, they are moving to close the fund to new investors. This is because they believe this is in the best interest of investors at this time.
In addition, for advisors and investors who are looking at other Caldwell funds
managed by portfolio manager Jennifer Radman, the Caldwell U.S. Dividend Advantage
Fund remains open and available for purchases.
Read About Caldwell Investment Management’s History
Caldwell Investment Management Toronto is a trusted provider of investment management and advisory services to Canadian, retail and institutional investors, including financial institutions, public and private pension funds, endowment funds, foundations, and private accounts.
Caldwell is committed to growing as well as preserving your wealth. Caldwell does this by offering a personalized, customized, and flexible plan defined by their heritage of fostering deep and enduring long-term partnerships. They originate investment vehicles with a view toward predictable results. Hop over here for further information.
Additionally, their portfolio and risk management services include discretionary investment management and asset allocation. Caldwell has experts who monitor portfolio compliance in accordance with investment mandates and regulatory requirements, and provide financial performance reporting to investors and clients. With their integrity and depth of experience, their people are Caldwell’s most valuable asset.
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(Disclaimer : We are not associated with Caldwell Investment Management)
