James John Telfser

Caldwell conducts in-depth research on fixed-income and senior equities. The firm also has access to much of the fundamental research produced in the investment industry and subscribes to numerous outside research services. They manage mutual funds for which capital preservation and growth are the primary objectives. Their investment process begins with an overall political and economic view. Portfolios are structured using top-quality government bonds and shares of major corporations.

Functions as a College/University

Part of State Street Corp., State Street Trust Company Canada is a financial services provider that serves institutional investors across all asset classes by offering comprehensive investment services. The company is based in Toronto, Canada. Its core offerings include custody, accounting, fund administration, performance measurement and reporting, investment operations outsourcing, asset management, and markets capabilities. State Street Trust Company Canada delivers tailored solutions such as private markets solutions, financing options, and the State Street Alpha platform, which provides end-to-end data insights across asset classes. The CEO of the Canadian company is Robert Baillie.

Morningstar Investment Management is active, long-term, valuation-driven investor which employs a fundamental investment approach. The firm aims to buy overlooked investments, especially those indicated by the firm’s research, to offer sound fundamentals at an attractive price. Similarly, they look to trim positions as valuations become rich or they find more attractive options. Their investment process begins with a thorough review of the institutional client's mission, investment objectives and spending needs. The firm then establishes a strategic asset allocation plan and constructs an investment portfolio with a customized selection of open-end, institutional class mutual funds.

Aventine is a research driven investor which seeks to identify value-oriented opportunities across a variety of asset classes in the public and private capital markets. Their approach to asset management is active, concentrated and catalyst-focused. The firm focuses on preserving capital and generating stable, long-term growth. Aventine employs bottom-up investment process that applies equal parts fundamental and quantitative research to identify opportunities in undervalued, catalyst rich securities across a range of equity and income-oriented asset classes. Complementing their bottom-up security selection approach is a top-down risk management framework which monitors key trends in economic, financial and political conditions across major markets and asset classes.

Ewing Morris is a value driven manager which aims to achieve preservation and growth of capital by focusing on inefficient markets. They do this by relying on fundamental analysis, high conviction and the use of flexible capital. The firm manages equity and credit strategies with a focus on North American small-cap companies and high yield bonds.