Caldwell Investment Management Ltd. has been committed to providing 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 ever since it was established in 1990. The firm originates investment vehicles with a view toward predictable results.
Caldwell offers portfolio and risk management services including discretionary investment management and asset allocation. Further, they monitor portfolio compliance in accordance with investment mandates and regulatory requirements, and provide financial performance reporting to investors and clients. The team is proud to have people who uphold integrity and depth of experience. That being said, the firm considers its people its most valuable asset.
Brendan Caldwell, CEO and President
Brendan Caldwell, President and CEO of Caldwell Investment Management, believes that investing should never be parochial. He also emphasizes how much he likes to go beyond the limit when searching for the right companies to fit his strategies. The rest of the Caldwell team looks at the whole portfolio, not in terms of having so much in Canada or the US, but where the best value opportunities are, regardless of what countries they are in.
Caldwell further explains that investing shouldn’t be led by your emotions, but that doesn’t mean he isn’t passionate about what stock markets have meant for the world. He states that having an effective stock exchange is the single best mechanism the world has ever come up with for developing a middle class. Moreover, Caldwell Investments is proud to have top-notched mutual fund managers and are experts in stock markets.
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(Disclaimer : We are not associated with Caldwell Investment Management)