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December 2014

BalancedFund_MonthlyHoldings_December2014

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Curtis Luttor

August 2018 | Caldwell Canadian Value Momentum Fund Highlights
August 2018 | Caldwell Canadian Value Momentum Fund Commentary
February 2018 | Caldwell Balanced Fund Highlights
February 2018 | Caldwell Income Fund Highlights

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Media Appearances

U.S. Elections and the Markets | Episode #71 – November 7, 2024
Justin Elliott on BNN Bloomberg’s Trading Day | October 17, 2024

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News Releases

Caldwell Investment Management Announces Annual 2024 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF
Caldwell Investment Management Announces Estimated Annual 2024 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF
Denis Taillefer – The Globe and Mail – Why this money manager holds AtkinsRéalis and Chartwell, and recently sold Entegris

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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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