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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September 2013

MomentumFund_Holdings_September2013

Oksana Poyaskova

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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
First Quarter 2024 Commentary | Tactical Sovereign Bond Fund

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Media Appearances

U.S. Elections and the Markets | Episode #71 – November 7, 2024
Justin Elliott on BNN Bloomberg’s Trading Day | October 17, 2024

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News Releases

Denis Taillefer – The Globe and Mail – Why this money manager holds AtkinsRéalis and Chartwell, and recently sold Entegris
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2024
Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2024

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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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