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Ready to invest?
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
Media Appearances
U.S. Elections and the Markets | Episode #71 – November 7, 2024
Justin Elliott on BNN Bloomberg's Trading Day
| October 17, 2024
Brendan Caldwell on BNN Bloomberg's Market Call
| October 11, 2024
Denis Taillefer on BNN Bloomberg’s The Close | October 10, 2024
Levels of Service & The Markets |
Episode #70 – October 3, 2024
Denis Taillefer on BNN Bloomberg’s The Close | September 26, 2024
Brendan Caldwell on BNN Bloomberg's The Close
| September 19, 2024
Interest Rate Cuts & The Markets
| Episode #69 – September 5, 2024
Justin Elliott on BNN Bloomberg’s The Close | August 14, 2024
Geopolitical Events Worl
dwide & Market Volatility | Episode #68 – August 8, 2024
Brendan Caldwell on BNN Bloomberg's Market Call
| July 30, 2024
Elections & The Markets
| Episode #67 – July 4, 2024
Brendan Caldwell on BNN Bloomberg's The Close
| July 4, 2024
Justin Elliott on BNN Bloomberg’s The Close | June 26, 2024
Brendan Caldwell on BNN Bloomberg's The Close
| June 18, 2024
Economic Factors & Investment Patterns of Canadian Emigration to the U.S.
| Episode #66 – June 6, 2024
Brendan Caldwell on BNN Bloomberg's Trading Day
| May 29, 2024
Justin Elliott on BNN Bloomberg’s The Close | May 22, 2024
Caldwell Value Momentum Fund | The Chat Room Episode #1
Denis Taillefer on BNN Bloomberg’s Trading Day | July 9, 2024
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