Caldwell Investment Management Ltd. announced that the Caldwell Canadian Value Momentum Fund Series A won the Lipper Fund Award from Refinitiv 2019 Canada. Furthermore, Brendan Caldwell said they are honoured to receive this award and are extremely grateful for the support of their investors and advisors.. He expresses his gratitude for the confidence they have placed in the Caldwell team to manage their hard-earned money. The CCVMF won for Best Fund Over last 5 years in the Canadian Equity category, assessed against 69 other funds. 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.
(Disclaimer : We are not associated with Caldwell Investment Management)
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Why Own Safeguard?
- Full Value Yet to be Realized
- Ownership Stakes in Exciting Partner Companies
- Top Performance of Proven Team
- Financial Strength, Flexibility and Liquidity
- Strong Alignment of Interests
Forward-Looking Statements
Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K.
Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation.
Safeguard Scientifics, Inc. (NYSE: SFE) has a distinguished track record of fostering innovation and building market leaders. For more than 60 years, Safeguard has been providing growth capital and operational support to entrepreneurs across an evolving spectrum of industries. Today, Safeguard is focused specifically on healthcare and technology. Safeguard is a proven partner for entrepreneurs looking to accelerate growth and build long-term value in their businesses. Investors in SFE have a unique opportunity to tap into the high potential of Safeguard's early- and growth-stage partners companies.
Valuation is caveat emptor –buyer beware. More investors have lost more money because they overpaid for a stock than has been lost due to fraud. (Warren Buffett and Benjamin Graham = Value Investing)
Here are the new returns for Adams-Hansen as of March 31st, 2018. Feel free to check them out!
Adams-Hansen & Associates is a Registered Investment Advisor registered with the state of Minnesota. Adams-Hansen & Associates and its Investment Advisor Representatives do not render tax, legal, or accounting advice.
Bmds 2018 03 31
Here are the new AHA Returns! Please take a moment to see how we're performing. Adams-Hansen & Associates are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
We welcome you to call us at 952-224-9085.
Adams-Hansen & Associates' Returns as of 12/31/2016Brook Hansen
Here are the returns as of 12/31/2016 for Adams-Hansen & Associates. AHA are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s. We welcome you to call us at 952-224-9085.
Safeguard Scientifics, Inc. (NYSE: SFE) has a distinguished track record of fostering innovation and building market leaders. For more than 60 years, Safeguard has been providing growth capital and operational support to entrepreneurs across an evolving spectrum of industries. Today, Safeguard is focused specifically on healthcare and technology. Safeguard is a proven partner for entrepreneurs looking to accelerate growth and build long-term value in their businesses. Investors in SFE have a unique opportunity to tap into the high potential of Safeguard's early- and growth-stage partners companies.
Valuation is caveat emptor –buyer beware. More investors have lost more money because they overpaid for a stock than has been lost due to fraud. (Warren Buffett and Benjamin Graham = Value Investing)
Here are the new returns for Adams-Hansen as of March 31st, 2018. Feel free to check them out!
Adams-Hansen & Associates is a Registered Investment Advisor registered with the state of Minnesota. Adams-Hansen & Associates and its Investment Advisor Representatives do not render tax, legal, or accounting advice.
Bmds 2018 03 31
Here are the new AHA Returns! Please take a moment to see how we're performing. Adams-Hansen & Associates are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
We welcome you to call us at 952-224-9085.
Adams-Hansen & Associates' Returns as of 12/31/2016Brook Hansen
Here are the returns as of 12/31/2016 for Adams-Hansen & Associates. AHA are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s. We welcome you to call us at 952-224-9085.
The Bank of Nova Scotia provides various banking products and services in Canada, the United States, Mexico, Peru, Chile, Colombia, the Caribbean and Central America, and internationally. It operates in four segments: Canadian Banking, International Banking.
Based on the The Bank of Nova Scotia stock forecasts from 12 analysts, the average analyst target price for The Bank of Nova Scotia is CAD 92.23 over the next 12 months. The Bank of Nova Scotia’s average analyst rating is Buy . Stock Target Advisor’s own stock analysis of The Bank of Nova Scotia is Neutral, which is based on 5 positive signals and 5 negative signals. At the last closing, The Bank of Nova Scotia’s stock price was CAD 83.75. The Bank of Nova Scotia’s stock price has changed by +3.86% over the past week, -1.39% over the past month and +5.25% over the last year.
The market for sustainable investments has grown to over $12 trillion in the U.S. and the movement of investable assets into sustainable strategies is expected to accelerate. The update reviews the growth of sustainable investing over the last decade and considers the valuation implications for your RIA.
Explore This Opportunity for Yield and Tax-Free Income. Learn about the Near-Term Tax Free Fund (NEARX), a short-term municipal bond fund from U.S. Global Investors.
Here are the 2018 new Returns from AHA.
Adams-Hansen & Associates are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
Here are the new AHA Returns! Adams-Hansen are Fee only advisers providing asset management and solving financial problems for Unions, Business Owners, Individuals, and 401(k)s.
We welcome you to call us at 952-224-9085!
Special report conventional investment wisdom that can hurt youRobert Champion
In the Pirates of the Caribbean, the young Miss. Elizabeth Swann demands that Captain Barbossa follow the “Pirate Code.” Barbossa rejects her demand, explaining that, “the code is more of what you would call guidelines than actual rules.” Investors would do well to interpret much conventional investment wisdom with the same flexibility. Instead many follow these so called ‘rules’ without questioning whether or not they are valid and whether they apply to their situation.
Blind obedience to these rules can potentially increase risk and volatility in your portfolio. In this report we explain why you should dig a little deeper before making an investment decision based on conventional investment wisdom.
- See more at: http://www.sprunginvestment.com/downloads/#sthash.IuPVKQra.dpuf
Adams-Hansen & Associates is a Fee only Registered Investment Advisor in Minnesota managing portfolios mostly made of Indexed Mutual Funds.
Check them out!
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
RMD24 | Retail media: hoe zet je dit in als je geen AH of Unilever bent? Heid...BBPMedia1
Grote partijen zijn al een tijdje onderweg met retail media. Ondertussen worden in dit domein ook de kansen zichtbaar voor andere spelers in de markt. Maar met die kansen ontstaan ook vragen: Zelf retail media worden of erop adverteren? In welke fase van de funnel past het en hoe integreer je het in een mediaplan? Wat is nu precies het verschil met marketplaces en Programmatic ads? In dit half uur beslechten we de dilemma's en krijg je antwoorden op wanneer het voor jou tijd is om de volgende stap te zetten.
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
Digital Transformation and IT Strategy Toolkit and Templates
Refinitive Honored Caldwell Canadian Value Momentum Fund as Winner of 2019 Lipper Fund Award
1. NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
WINNER OF
THE 2019 FUNDGRADE A+ AWARDTM
FOR OUTSTANDING PERFORMANCE
Caldwell Investment Management Ltd.
150 King Street West, Suite 1702, P.O. Box 47, Toronto, ON M5H 1J9
www.caldwellinvestment.com 416-593-0353 or 1-800-256-2441
Page 1 of 2
News Release – Toronto, Ontario – January 24, 2020 – Caldwell Investment Management Ltd. is pleased
to announce that the Caldwell Canadian Value Momentum Fund (the “Fund”) has been awarded the 2019
FundGrade A+ Award for delivering consistently strong performance with minimal volatility. This marks
the second consecutive year that the Fund has been honoured with this FundGrade Award.
The Caldwell Canadian Value Momentum Fund was recognized for its exceptional performance over the
past year within a peer group of approximately 380 other funds in the Canadian Equity category. A key
factor in the Fund’s outperformance has been its demonstrated ability to protect investor capital during
periods of market decline. In that regard, the Fund boasts a category-best downside capture ratio of 17.9%
over the past five years ending December 31, 2019*. In addition, the Fund ranks in the top 1% of all
Canadian equity mutual funds for the 5-year period, ending December 31, 2019.
“Congratulations to Jennifer Radman, our lead PM on the Fund, and to the rest of the Canadian Value
Momentum Fund team,” said Brendan Caldwell, President and CEO of Caldwell Investment Management
Ltd. “This prestigious award recognizes the consistency of the Fund’s disciplined investment process as
well as the ability and care exercised by our portfolio management team over the past year.”
The Caldwell Canadian Value Momentum Fund employs a rigorous and repeatable investment process
based on the unique combination of quantitative discovery and traditional, bottom-up fundamental
analysis. The Fund seeks to capitalize on investment opportunities offering the most attractive risk-
adjusted return potential, regardless of market capitalization and industry categorization. The Fund
invests in a concentrated portfolio that looks vastly different than the composite index and is comprised
of Canadian stocks which are often overlooked or are inaccessible to larger competing funds. The end
result is a portfolio containing the best attributes of both value and momentum investment styles.
For additional information regarding the CVM Fund, please contact:
Richard Faiella
Senior Vice President
1-800-256-2441
About Caldwell Investment Management Ltd.
Established in 1990, and founded by Thomas S. Caldwell C.M., Caldwell Investment Management Ltd.
(“Caldwell”) provides investment management services to pooled and mutual funds. Caldwell has
established and maintained its reputation for excellence in the investment management industry,
providing innovative investment solutions to meet the requirements of individual and institutional
2. NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES
WINNER OF
THE 2019 FUNDGRADE A+ AWARDTM
FOR OUTSTANDING PERFORMANCE
Caldwell Investment Management Ltd.
150 King Street West, Suite 1702, P.O. Box 47, Toronto, ON M5H 1J9
www.caldwellinvestment.com 416-593-0353 or 1-800-256-2441
Page 2 of 2
investors. Caldwell practices “Thoughtful Investing”, applying a disciplined and prudent long-term
investment approach. Capital preservation is the key to investment success.
*Series F downside capture ratio of 17.9% represents a statistical measure of the overall performance in
down-markets and is used to evaluate performance relative to an index during periods of index decline.
December 31, 2019 Series A performance is 1 Yr: 15.1%, 3 Yr: 7.2%, 5 Yr: 9.6%, PSD (15/08/2011): 10.0%.
The Canadian Equity Category, of which the Fund is a constituent, had 377 mutual funds at 31/12/2019.
Commissions, trailing commissions, management fees & expenses all may be associated with mutual fund
investments. Please read the prospectus before investing. The indicated rates of return are the historical
annual compounded total returns including changes in unit value & reinvestment of all distribution & do
not take into account sales, redemption, distribution or optional charges or income taxes payable by any
unitholder that would have reduced returns. Mutual funds are not guaranteed; their values change
frequently & past performance may not be repeated.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual
FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among
Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade
ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds
based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information
Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The
scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A
Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds
receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have
received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style
calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A
fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a
FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes
every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not
guaranteed by Fundata.