Caldwell Investment Management Ltd.Caldwell Investment Management Ltd.
  • Funds
    • Mutual Funds
      • Caldwell Balanced Fund
      • Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest
  • Media
    • Media Appearances
    • News Releases
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Annual Information Form
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Ready to invest? 416-593-0353 1-800-256-2441 funds@caldwellinvestment.com
  • Funds
    • Mutual Funds
      • Caldwell Balanced Fund
      • Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest
  • Media
    • Media Appearances
    • News Releases
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Annual Information Form
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers

Fund Commentaries

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

Q2 2019 | Caldwell Balanced Fund Commentary

Posted on July 15, 2019

June 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on July 11, 2019

May 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on June 13, 2019

April 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on May 9, 2019

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

Posted on April 26, 2019

March 2019 | Caldwell Canadian Value Momentum Fund Commentary

Posted on April 18, 2019

« Newer EntriesOlder Entries »

SIGN UP FOR UPDATES

Fund Information

Fund codes:
Series O (FE): CWF701
Series O (Low Load): CWF711
Series F (Fee-Based): CWF702
Series I (Fee-Based, >$1M): CWF703


Fund Highlights
  • January 2019 | Caldwell Canadian Value Momentum Fund Highlights
Canadian Value Momentum Fund Commentary
  • October 2019 | Caldwell Canadian Value Momentum Fund Commentary
  • September 2019 | Caldwell Canadian Value Momentum Fund Commentary

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

  • Legal Disclaimer
  • Privacy Policy
  • Complaints Disclosure
  • Trade Matching Statement
  • Contact Us
© 2019 Caldwell Financial Ltd. All rights reserved. Powered by New Design Group Inc.