Oakville Region Chapter CSTA Meeting - Quantitative and Fundamental Analyses

Quantitative and Fundamental Analyses

Jennifer Radman, Senior Portfolio Manager, Caldwell Investment Management

With an Introduction by William Chin, President, CSTA

Jennifer Radman is Vice President and Senior Portfolio Manager for Caldwell Investment Management ( www.caldwellinvestment.com ).  She also manages the equity allocations in the Caldwell Balanced Fund.

Jennifer has over 10 years of experience as a portfolio manager with a stellar track record and is the winner of a Lipper Award. She appears frequently on BNN.

Jennifer will present her approach to the Oakville Chapter, focusing on the Quantitative Model and the Investment Process in the Value Momentum Fund -- with an introduction by William Chin, current President of the CSTA.

Jennifer has also developed a sophisticated and disciplined approach to fundamental analysis in stock selection, which should also be of interest to the CSTA members.

Join us for an interesting educational session followed by a joint Q&A (with Jennifer and  William), including the telling of some war stories and examples of risk management and decision making.