Prominent technical analyst Ron Meisels has been engaged as a consultant to provide research for the Caldwell Canada Fund, Caldwell Investment Management Ltd. Meisels, the President of Phases & Cycles Inc., is proud to be ranked among the top three technical analysts by Canadian institutions for six consecutive years in the Brendan Wood survey.
Ron is one of Canada’s great technical analysts according to the Caldwell Investment Management Ltd. President. Furthermore, they expressed their excitement to have him assisting their team.
“We believe that Ron’s insights into stock market trends will help investors in the Caldwell Canada Fund to make money,” Brendan Caldwell added.
The objective of Caldwell Canada Fund of long-term capital appreciation will not change. However, decisions about sector weightings and the selection of securities will be assisted by research provided by Meisels and his team. Moreover, securities will be chosen from a universe of the 100 largest Canadian companies by market capitalization.
Moreover, Caldwell Investment explains that the fund will also be permitted to actively manage the cash balance, write covered calls and buy index bear exchange traded funds when market conditions warrant.
Caldwell Investment Management Background
Caldwell Investment Management Ltd. was built in 1990 as a wholly-owned subsidiary of Caldwell Financial Ltd, a majority employee-owned firm. The team provides investment management and advisory services to Canadian, retail and institutional investors. These include financial institutions, public and private pension funds, endowment funds, foundations, and private accounts.
The team originates investment vehicles with a view toward predictable results. Caldwell’s portfolio and risk management services include discretionary investment management and asset allocation. They closely monitor portfolio compliance in accordance with investment mandates and regulatory requirements, and provide financial performance reporting to investors and clients.
The team is committed to preserving and growing your wealth through a personalized, customized and flexible plan defined by their heritage of fostering deep and enduring long-term partnerships.
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(Disclaimer : We are not associated with Caldwell Investment Management)