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January 2019 | Caldwell Balanced Fund Highlights

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Oksana Poyaskova

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Fourth Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Third Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Second Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Caldwell Investment Management Ltd. Announces Change of Risk Rating of Caldwell Canadian Value Momentum Fund and Caldwell U.S. Dividend Advantage Fund and the removal of Soft Cap on Caldwell Canadian Value Momentum Fund

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Media Appearances

Denis Taillefer on BNN Bloomberg’s The Close | April 4, 2025
Brendan Caldwell on BNN Bloomberg’s Market Call | April 3, 2025

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News Releases

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
Caldwell Investment Management Announces Estimated 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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