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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.
May 2024 | Caldwell Canadian Value Momentum Fund Commentary
Posted on June 12, 2024
May 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
Posted on June 12, 2024
April 2024 | Caldwell-Lazard Core
Plus
Infrastructure Fund Commentary
Posted on May 16, 2024
April 2024 | Caldwell Canadian Value Momentum Fund Commentary
Posted on May 16, 2024
April 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
Posted on May 16, 2024
First Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Posted on April 17, 2024
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