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Fund Commentaries

Browse the latest ideas and commentaries from our investment management team.

October 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on November 12, 2019

Q3 2019 | Caldwell Balanced Fund Commentary

Posted on October 22, 2019

September 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on October 15, 2019

August 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on September 17, 2019

July 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on August 15, 2019

Q2 2019 | Caldwell U.S. Dividend Advantage Fund Commentary

Posted on August 13, 2019

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Fund Codes:

Series	Code
A (Front End)	CWF701
A (Low Load)	CWF711
D (No Load)	CWF4702
F (Fee-Based)	CWF702
I (Fee-Based, $1M+)	CWF703

Units Eligible for:

RRSP, RRIF, RESP, LIF, LRIF, LIRA, RDSP, TFSA

Fund Inception:

Series A: August 8, 2011
Series F and I: March 28, 2014