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Funds
Mutual Funds
Caldwell-Lazard Core
Plus
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.
CBF Commentary – January & February 2016
Posted on March 9, 2016
CCVMF Commentary – January 2016
Posted on March 9, 2016
CCVMF Commentary – December Full Year 2015 Update
Posted on February 1, 2016
Caldwell’s Top Ten Themes – January 2016
Posted on January 27, 2016
“The future ain’t what it used to be” – December 2015
Posted on January 27, 2016
The Unexpected Global Outlook – September 2015
Posted on January 27, 2016
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