1-800-256-2441 416-593-0353 funds@caldwellinvestment.com

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Funds
Media
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Regulatory
Tell Me Something Good
About
- About Caldwell
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Contact Us
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June 2014

BalancedFund_Holdings_June2014

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

Justin Elliott on BNN Bloomberg’s The Close | October 6, 2025
What Does “The Sound of Silence” Have to do With Our Economy? | Episode #82 – October 2, 2025

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News Releases

Brendan Caldwell – Yahoo Finance – TSX to break more records in 2025; BMO eyes ‘one of the strongest outperformances since 1990’
CORRECTION – Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2025
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2025

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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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