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Home > Financial Services > Mutual Funds > Caldwell & Orkin
Caldwell & Orkin
Caldwell Securities was incorporated by the John C. Helmer, Today he is the President, Treasurer, Secretary and sole Director of the firm. Because of the nature of its business, the firm has a capital requirement of $100,000. This requirement is largely met by a secured demand note as collateral agreement for equity capital in the amount of $120,000 combination of five or more non-correlated Caldwell stock and Caldwell bond mutual funds. Install FastTrack's FT4Web mutual fund software on your computer to find the best Caldwell funds. Most fund companies limit trading after 4 round trips/year.
FT4Web trades are rarely round trips done with a modest portion of assets. This strategy could be used monthly or quarterly with Caldwell. The Caldwell & Orkin Market Opportunity Fund’s investment objective is to provide long-term capital growth with a short-term focus on capital preservation.
Caldwell uses a disciplined investment process focusing on active asset allocation and stock selection to achieve their investment objective. Active asset allocation refers to the way they determine the balance of different types of assets in the Fund at any given time. Stock selection refers to the way they choose the stocks they buy or short. The agreement is between the company as lender and the firm as broker-dealer, and is collateralized by an adequate. This chart takes 5-star mutual funds and shifts 25% of assets among them quarterly earning your portfolio outstanding annualized 10-year, return. Then the company divides the Fund’s portfolio among three categories of assets viz; Long Common Stock Positions, Short Common Stock Positions, Money Market/Fixed Income Securities.
An investment in the Fund carries risk, and you may lose money on your investment. The company cannot predict the Fund’s future performance, but expect the investment strategy will cause the performance to vary from that of the S&P 500 with Income (S&P 500) index. When the company uses short positions, money market securities for fixed income securities, the company returns may be different from the stock market and may prevent the Fund from participating in market advances. Keeping these factors in mind, the Fund should be viewed as a long-term investment vehicle to balance your total investment program risks, and should not be used to meet short-term needs. The principal risks of investing in the Fund are: Market risk, Short sale risk, Business risk, small company risk and political risk.
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