Caldwell Income Fund

Investment Strategy

The Fund acts as a holding vehicle for investors who place a high priority towards capital preservation through the holding of high quality, fixed income assets.

The Fund uses Caldwell's Fixed Income Approach to create income and capital appreciation through an actively managed portfolio of government-guaranteed fixed income securities.

Caldwell Income Fund

Portfolio Manager

William Chin
William Chin, MBA
Portfolio Manager

Mr. Chin assumed responsibility for managing the Caldwell Income Fund in November 2015. Following which, he repositioned the Fund's portfolio to invest in Government bonds, rather than a balance of equities and fixed income securities. He also initiated the launch of the Fund's Series I units in July 2016.