1-800-256-2441 416-593-0353 funds@caldwellinvestment.com
  • A A
  • Contrast
Caldwell Investment Management Ltd.
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers

Fund Commentaries

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

Fourth Quarter 2024 Commentary | Caldwell North American Fund Annual Commentary

Posted on January 27, 2025

December 2024 | Caldwell Canadian Value Momentum Fund Commentary

Posted on January 20, 2025

December 2024 | Caldwell U.S. Dividend Advantage Fund Commentary

Posted on January 20, 2025

December 2024 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary

Posted on January 16, 2025

November 2024 | Caldwell Canadian Value Momentum Fund Commentary

Posted on December 19, 2024

November 2024 | Caldwell U.S. Dividend Advantage Fund Commentary

Posted on December 19, 2024

« Newer EntriesOlder Entries »

Highlights and Commentaries

  • Monthly Highlights
  • Fund Commentaries

Latest Commentaries

  • March 2025 | Caldwell Canadian Value Momentum Fund Commentary
  • March 2025 | Caldwell U.S. Dividend Advantage Fund Commentary
  • March 2025 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
  • First Quarter 2025 Commentary | Caldwell North American Fund Annual Commentary
  • First Quarter 2025 Commentary | Tactical Sovereign Bond Fund

Funds

Mutual Funds

  • Caldwell-Lazard CorePlus Infrastructure Fund
  • Caldwell Canadian Value Momentum Fund
  • Caldwell U.S. Dividend Advantage Fund
  • Caldwell North American Fund (formerly Caldwell Balanced Fund)
  • Tactical Sovereign Bond Fund

 

Actively Managed ETFs

  • Caldwell U.S. Dividend Advantage Fund

Regulatory

  • Fund Facts
  • Simplified Prospectus
  • Financial Statements & Management Reports of Fund Performance
  • Quarterly Portfolio Disclosures
  • Independent Review Committee
  • Annual Information Form
  • Proxy Voting

Sign up for updates

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

Stay Connected:

  • LinkedIn
  • Twitter
  • Facebook
  • Youtube
  • Google +
  • Instagram
  • Yelp
  • Legal Disclaimer
  • Privacy Policy
  • Complaints Disclosure
  • Trade Matching Statement
  • Accessibility
  • Funds
  • Regulatory
  • Media
  • Tell Me Something Good
  • About
  • Contact Us
  • Careers

© 2025 Caldwell Financial Ltd. All rights reserved. Powered by New Design Group Inc

Want to hear something good?Sign up for updates
Your Email