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

A A
Contrast

Search

Funds
Media
- Media Appearances
- News Releases/Print Media
Regulatory
Tell Me Something Good
About
- About Caldwell
- Meet Our Team
Contact Us
Careers

Ready to invest?

Funds
Media
- Media Appearances
- News Releases/Print Media
Regulatory
Tell Me Something Good
About
- About Caldwell
- Meet Our Team
Contact Us
Careers

August 2016

20160831_CCVMF_FundProfile.pdf

Download the document:

Curtis Luttor

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

Want to hear something good?

Sign up for updates

Your emailYour Email

Media Appearances

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

See all

Sign up for updates

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

Read all

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

Stay Connected:

LinkedIn
Twitter
Facebook
Youtube
Instagram
Yelp

Legal Disclaimer
Privacy Policy
Complaints Disclosure
Trade Matching Statement
Accessibility

Funds
Regulatory
Media
Tell Me Something Good
About
Contact Us
Careers

© 2026 Caldwell Financial Ltd. All rights reserved. Powered by New Design Group Inc

Want to hear something good?

Sign up for updates

Your EmailYour Email