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February 2017 | Caldwell Canadian Value Momentum Fund Holdings

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Oksana Poyaskova

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First Quarter 2025 Commentary | Tactical Sovereign Bond Fund
Fourth Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Third Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Second Quarter 2024 Commentary | Tactical Sovereign Bond Fund

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Media Appearances

Denis Taillefer on BNN Bloomberg’s Morning Markets | April 25, 2025
Denis Taillefer on BNN Bloomberg’s The Close | April 4, 2025

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News Releases

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2025
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2025
Caldwell Investment Management Announces Annual 2024 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

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150 King Street West,

Suite 1702, P.O. Box 47,

Toronto, ON M5H 1J9

Phone: 416-593-0353

Phone: 1-800-256-2441

funds@caldwellinvestment.com

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