Fund Commentaries

October 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   October Recap:    The Fund declined 5.5% in October versus a loss of 6.3% for the S&P/TSX Composite Total Return Index (“Index”).…

September 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   September Recap:    The Fund gained 1.5% in September versus a loss of 0.9% for the S&P/TSX Composite Total Return Index (“Index”).…

September 2018 | Caldwell Balanced Fund Commentary

S&P Global (SPGI-us) About the Company: S&P Global provides ratings, benchmarks, analytics and data to the capital and commodity markets worldwide. It has 20,000 employees…

August 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   QUICK NEWS: We now have the CCVMF in a low-load option: CWF711. Please contact Jennifer Kuta or Alex Osborne for details.  …

July 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   July Recap:    The Fund gained 0.1% in July versus a gain of 1.2% for the S&P/TSX Composite Total Return Index (“Index”).…

June 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   June Recap:    The Fund gained 0.4% in June versus a gain of 1.7% for the S&P/TSX Composite Total Return Index (“Index”).…

May 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   May Recap:    The Fund gained 2.3% in May versus a gain of 3.1% for the S&P/TSX Composite Total Return Index (“Index”). The Index’s performance was driven…

April 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   April Recap:   The Fund was flat in April versus a gain of 1.8% for the S&P/TSX Composite Total Return Index (“Index”).…

March 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   March Recap:   The Fund gained 1.6% in March versus a loss of 0.2% for the S&P/TSX Composite Total Return Index (“Index”).…

February 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   February Recap:   The Fund fell 0.7% in February versus a more substantial loss of 3.0% for the S&P/TSX Composite Total Return…

January 2018 | Caldwell Canadian Value Momentum Fund Commentary

< Back   January Recap:   The Fund fell 0.8% in January versus a more substantial loss of 1.4% for the S&P/TSX Composite Total Return Index (“Index”). Last month’s out-performance of traditionally…

December 2017 | Caldwell Balanced Fund Commentary

AmerisourceBergen (ABC-us) About the Company: ABC is the leading pharmaceutical distributor in the U.S. and competes directly with Cardinal Health (CAH). Investment Thesis: We purchased…