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April 2018 | Caldwell Canadian Value Momentum Fund Highlights

Series F Highlights

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Series O Highlights

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Media Appearances

Insights… with Thomas S. Caldwell, C.M. | Episode 32 | May 26, 2022
Denis Taillefer on BNN Bloomberg’s The Close | May 20, 2022

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News Releases

Denis Taillefer – The Globe and Mail – Why this portfolio manager sold his Magna stock (and wishes he’d bought Disney)
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2022
Caldwell Canadian Value Momentum Fund Winner of the 2021 Fundgrade A+ Award for Outstanding Performance

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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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