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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

Denis Taillefer on BNN Bloomberg’s The Open | September 12, 2025
A Truthful Passionate Discussion on Canada, USA and Tariffs | Episode #81 – September 4, 2025

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News Releases

CORRECTION – Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2025
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2025
Brendan Caldwell – Financial Post – In praise of stock exchanges, the most powerful way to build the middle class

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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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