A Thorough Run-Down of Caldwell’s Achievements & Goals
Caldwell Investment Management Ltd. was built in 1990 and has been 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. The team originates investment vehicles with a view toward predictable results.
Further, Caldwell Investment offers portfolio and risk management services that include discretionary investment management and asset allocation. They also monitor portfolio compliance in accordance with investment mandates and regulatory requirements, and provide financial performance reporting to investors and clients. Through their integrity and depth of experience Caldwell Investment is proud to say that their people are their most valuable asset.
Caldwell is registered with the Ontario Securities Commission, their principal regulator, as well as registered in other provinces where it does business.
Who’s the CEO & President?
Brendan Caldwell is the current President and CEO of Caldwell Investment Management Ltd. He explains that investing should never be parochial and likes to go beyond the limit when searching for the right companies to fit his strategies. They look at the whole portfolio, not in terms of having so much in Canada or the US, but where are the best value opportunities, regardless of what countries they are in.
Moreover, Brendan Caldwell believes that investing shouldn’t be led by your emotions, though he is clearly 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. The firm is proud to have top-notched mutual fund managers and are experts in stock markets.
(Disclaimer : We are not associated with Caldwell Investment Management)
