About Caldwell investment group
Caldwell Investment Group: Providing Innovative Solutions for Investors
Caldwell Investment Management Ltd. is a leading investment management firm that has been providing innovative solutions to meet the requirements of investors since its inception. The company was founded in 1980 by Thomas S. Caldwell, who is also the Chairman and Chief Executive Officer of the firm.
Caldwell Investment Group offers a wide range of investment products and services to its clients, including mutual funds, hedge funds, private equity funds, and separately managed accounts. The company's investment philosophy is based on fundamental analysis and long-term value investing.
One of the key strengths of Caldwell Investment Group is its team of experienced professionals who have a deep understanding of the markets and are committed to delivering superior results for their clients. The company's investment team includes portfolio managers, analysts, traders, and other specialists who work together to identify attractive investment opportunities across various asset classes.
Caldwell Investment Group has a strong track record of delivering consistent returns for its clients over the years. The company's mutual funds have consistently outperformed their benchmarks over various time periods. For example, as per Morningstar data as on June 30th 2021; Caldwell Balanced Fund (Series A) has outperformed its benchmark by 3% annually over last five years while Caldwell Canadian Value Momentum Fund (Series A) has outperformed by more than 5% annually over last five years.
The company also places great emphasis on risk management and employs rigorous risk controls to ensure that client portfolios are well-diversified and protected against downside risks.
In addition to its core investment management business, Caldwell Investment Group also provides wealth management services through its subsidiary - Caldwell Securities Ltd., which offers full-service brokerage services including financial planning & advisory services along with access to capital markets products such as equities & fixed income securities etc..
Caldwell Securities Ltd., which was established in 1984; operates as a separate entity from Caldwell Investment Management Ltd. and is regulated by the Investment Industry Regulatory Organization of Canada (IIROC) and Canadian Investor Protection Fund (CIPF).
Caldwell Investment Group has a strong commitment to corporate social responsibility and is actively involved in various charitable initiatives. The company supports several organizations that focus on education, health, and community development.
In conclusion, Caldwell Investment Group is a leading investment management firm that offers innovative solutions to meet the requirements of investors. With its experienced team of professionals, rigorous risk controls, and strong track record of delivering consistent returns for its clients; the company is well-positioned to continue its growth trajectory in the years ahead.