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Funds
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Regulatory
Tell Me Something Good
About
- About Caldwell
- Meet Our Team
Contact Us
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June 2014

BalancedFund_Holdings_June2014

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August 2018 | Caldwell Canadian Value Momentum Fund Highlights
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August 2018 | Caldwell Canadian Value Momentum Fund Commentary
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February 2018 | Caldwell Balanced Fund Highlights
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February 2018 | Caldwell Income Fund Highlights
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January 2017 | Caldwell US Dividend Advantage Fund Report
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BNN Interview with Jennifer Radman | January 17, 2017
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Caldwell US Dividend Advantage Fund Report – December 2016
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BNN The Street: Co-hosted by Brendan Caldwell | Jan. 13, 2017
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Caldwell US Dividend Advantage Fund Report – November 2016
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Caldwell U.S. Dividend Advantage Fund Announces Distributions for the First Quarter of 2017
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Caldwell Canadian Value Momentum Fund Commentary – November 2016
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CBF Commentary – September & October 2016
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November 2016
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November 2016
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CCVMF Commentary – October 2016
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Bloomberg: “Global Bond Markets Tank on Trump Victory” | November 13, 2016
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Bond Strategy Update – November 2016
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Caldwell US Dividend Advantage Fund Report – October 2016
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CCVMF Commentary – September 2016
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Caldwell US Dividend Advantage Fund Report – September 2016
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October 2016
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October 2016
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September 2016
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September 2016
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Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Fourth Quarter of 2016
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BNN: Interview with Brendan Caldwell | October 5, 2016
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Bond Strategy Update – August 2016
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Caldwell US Dividend Advantage Fund Report – August 2016
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Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Third Quarter of 2016
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BNN: Interview with William Chin | September 16, 2016
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August 2016
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August 2016
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CCVMF Commentary – July 2016
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US Dividend Advantage Fund Report – July 2016
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BNN: Interview with Jennifer Radman | August 10, 2016
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BNN: Brendan Caldwell is a guest host on “The Street” | August 4, 2016
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July 2016
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July 2016
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CBF Commentary – May & June 2016
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US Dividend Advantage Fund Report – June 2016
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CCVMF Commentary – June 2016
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BNN: Interview with Brendan Caldwell | July 14, 2016
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June 2016
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June 2016
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US Dividend Advantage Fund Report – May 2016
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CCVMF Commentary – April/May 2016
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May 2016
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May 2016
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BNN: Interview with Jennifer Radman | May 24, 2016
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CBF Commentary – March & April 2016
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US Dividend Advantage Fund Report – April 2016
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BNN: Brendan Caldwell “The commodity rally is far from over” | May 19, 2016
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BNN: Interview with William Chin | May 9, 2016
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April 2016
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April 2016
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Bond Strategy Update – April 2016
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Bond Strategy Update – February 2016
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CCVMF Commentary – March 2016
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US Dividend Advantage Fund Report – March 2016
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March 2016
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March 2016
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BNN: Interview with Brendan Caldwell | April 8, 2016
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CCVMF Commentary – February 2016
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US Dividend Advantage Fund Report – February 2016
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CBF Commentary – January & February 2016
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CCVMF Commentary – January 2016
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February 2016
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February 2016
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BNN: Interview with Jennifer Radman | February 19, 2016
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US Dividend Advantage Fund Report – January 2016
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January 2016
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January 2016
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BNN: Interview with Brendan Caldwell | February 1, 2016
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CCVMF Commentary – December Full Year 2015 Update
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Caldwell’s Top Ten Themes – January 2016
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“The future ain’t what it used to be” – December 2015
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The Unexpected Global Outlook – September 2015
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BNN (Jan 20, 2016): Not the end of the world, we are just getting back to normal: Thorne
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US Dividend Advantage Fund Report – December 2015
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CBF Commentary – December 2015, Full Year
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CTV News Network: Oil hits 12 year low
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December 2015
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December 2015
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CCVMF Commentary – November 2015
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BNN: Why Caldwell is constructive on Canada, global markets in 2016 (Jan. 4, 2016)
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Bond Strategy Update – December 2015
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US Dividend Advantage Fund Report – November 2015
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November 2015
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November 2015
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BNN: Invest in the globally independant economy: the U.S., says Thorne (Nov. 16, 2015)
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BNN: Surprised markets are not reacting more to Paris attacks: Thorne (Nov. 16, 2015)
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BNN: Market Call (Nov. 13, 2015)
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BNN: Adapting your portfolio for a new phase of global growth (Oct. 28, 2015)
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BNN: Get ready for a new phase of global growth (Oct. 28, 2015)
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BNN: Fixing the ills of the global economy (Oct. 28, 2015)
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BNN: Behind Valeant’s scandal: Why it raises more questions than answers (Oct. 22, 2015)
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BNN: Markets post-federal election (Oct. 20, 2015)
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October 2015
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CBF Commentary – September/October 2015
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CCVMF Commentary – October 2015
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US Dividend Advantage Fund Report – October 2015
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October 2015
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CCVMF Commentary – September 2015
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US Dividend Advantage Fund Report – September 2015
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Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Fourth Quarter of 2015
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BNN: Making It In Canada – 3/3 (Sep. 3, 2015)
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BNN: Making It In Canada – 2/3 (Sep. 3, 2015)
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BNN: Making It In Canada – 1/3 (Sep. 3, 2015)
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BNN: Market Call – Top Picks – 8/8 (Sep. 2, 2015)
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BNN: Market Call 7/8 (Sep. 2, 2015)
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BNN: Market Call 6/8 (Sep. 2, 2015)
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BNN: Market Call 5/8 (Sep. 2, 2015)
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BNN: Market Call – Past Picks – 4/8 (Sep. 2, 2015)
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BNN: Market Call – 3/8 (Sep. 2, 2015)
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BNN: Market Call – 2/8 (Sep. 2, 2015)
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BNN: Market Call – 1/8 (Sep. 2, 2015)
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BNN: The Close (Aug. 21, 2015)
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Balanced Fund Report – June 2015
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BNN Dividend Growers – Part 3/3 (Aug. 19, 2015)
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BNN Dividend Growers – Part 2/3 (Aug. 19, 2015)
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BNN Dividend Growers – Part 1/3 (Aug. 19, 2015)
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BNN Market Call Tonight: Top Picks (Aug. 13, 2015)
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BNN Market Call: Top Picks (July 17, 2015)
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US Dividend Advantage Fund Report – July 2015
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US Dividend Advantage Fund Report – June 2015
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Canadian Value Momentum Fund Reports – June 2015
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June 2015
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May 2015
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June 2015
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May 2015
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Balanced Fund Report – May 2015
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BNN Fund Tracker (Jul. 8, 2015)
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Balanced Fund Report – April 2015
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April 2015
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April 2015
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BNN Market Call: Top Picks (Apr. 29, 2015)
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Balanced Fund Report – March 2015
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March 2015
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March 2015
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Balanced Fund Report – February 2015
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February 2015
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February 2015
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BNN Market Call: Top Picks (Feb. 26, 2015)
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BNN Business Day AM (Feb. 20, 2015)
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Balanced Fund Report – January 2015
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BNN Market Call: Top Picks (Feb. 13, 2015)
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January 2015
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January 2015
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Balanced Fund Report – December 2014
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December 2014
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BNN Market Call Tonight: Top Picks (Dec. 8, 2014)
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BNN The Street: Santa Claus Rally (Nov. 27, 2014)
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Balanced Fund Report – October 2014
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BNN Market Call: Top Picks (Nov. 12, 2014)
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Balanced Fund Report – September 2014
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May 2014
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August 2014
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Balanced Fund Report August 2014
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BNN Market Call Tonight – Top Picks (Aug. 29, 2014)
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BNN Market Wrap (Aug. 21, 2014)
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Balanced Fund Report July 2014
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Balanced Fund Report June 2014
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July 2014

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Media Appearances

Denis Taillefer on BNN Bloomberg’s The Open | March 24, 2026
Justin Elliott on BNN Bloomberg’s Morning Markets | March 20, 2026

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News Releases

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2026
CORRECTION- Caldwell U.S. Dividend Advantage Fund Declares Special Distribution
Caldwell U.S. Dividend Advantage Fund Declares Special Distribution

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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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