Fund Commentaries

Q2 2019 | Caldwell Balanced Fund Commentary

    Markets in Q2 continued to add to the strong gains seen in Q1 2019. While trade related concerns and the feared impact on…

June 2019 | Caldwell Canadian Value Momentum Fund Commentary

June Recap:    The Fund gained 1.7% in June versus a gain of 2.5% for the S&P/TSX Composite Total Return Index (“Index”). The Index continued…

May 2019 | Caldwell Canadian Value Momentum Fund Commentary

May Recap:    The Fund outperformed the S&P/TSX Composite Total Return Index (“Index”) by 260bps in May, declining 0.5% versus a loss of 3.1% for…

April 2019 | Caldwell Canadian Value Momentum Fund Commentary

April Recap:    The Fund gained 2.4% in April versus a gain of 3.2% for the S&P/TSX Composite Total Return Index (“Index”). Sector performance for…

Q1 2019 | Caldwell U.S. Dividend Advantage Fund Commentary

Market Overview In the first quarter of 2019, U.S. Equities recovered remarkably following the worst quarterly performance seen in more than seven years. The S&P…

March 2019 | Caldwell Canadian Value Momentum Fund Commentary

March Recap:    The Fund declined 1.6% in March versus a gain of 1.0% for the S&P/TSX Composite Total Return Index (“Index”). After a broad-based…

Q1 2019 | Caldwell Balanced Fund Commentary

  How quickly things can change! After severe drops in global asset prices in Q4 2018, markets recovered just as sharply in Q1 2019. Given…

February 2019 | Caldwell Canadian Value Momentum Fund Commentary

February Recap:    The Fund gained 4.6% in February versus a gain of 3.2% for the S&P/TSX Composite Total Return Index (“Index”). Broad-based market strength…

January 2019 | Caldwell Canadian Value Momentum Fund Commentary

< Back   January Recap    The Fund gained 3.1% in January versus a gain of 8.7% for the S&P/TSX Composite Total Return Index (“Index”).…

December 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   December Recap    The Fund declined 4.6% in December versus a loss of 5.4% for the S&P/TSX Composite Total Return Index (“Index”).…

December 2018 | Caldwell Balanced Fund Commentary

< Back   The market’s behavior in the 4th quarter (“Q4”) of 2018 was downright ugly. The S&P 500 in the U.S. was down 13.7%…

November 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   November Recap    The Fund declined 1.7% in November versus a gain of 1.4% for the S&P/TSX Composite Total Return Index (“Index”). The…