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Ready to invest?
Funds
Mutual Funds
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
Annual Information Form
Proxy Voting
Tell Me Something Good
Blog
Podcasts
About
About Caldwell
Meet Our Team
Contact Us
Careers
Media Appearances
Insights… with Thomas S. Caldwell, C.M. | Episode 32 | May 26, 2022
Denis Taillefer on BNN Bloomberg’s The Close | May 20, 2022
Justin Elliott on BNN Bloomberg’s The Close | May 13, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 31 | May 12, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 30 | April 28, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 29 | April 14, 2022
Zoomer Radio – Prime Time Money: Denis Taillefer | April 10, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 28 | March 31, 2022
Brendan Caldwell on BNN Bloomberg with Paul Bagnell | March 30, 2022
Denis Taillefer on BNN Bloomberg’s The Close | March 25, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 27 | March 17, 2022
Justin Elliott on BNN Bloomberg’s The Close | March 14, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 26 | March 3, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 25 | February 17, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 24 | February 3, 2022
Thomas S. Caldwell interviewed by Maya Hojeij, Asharq Business News with Bloomberg | Quantitative Tightening Looms for Markets on Fed Pivot | January 31, 2022
Caldwell Canadian Value Momentum Fund
Justin Elliott on BNN Bloomberg’s The Close | January 21, 2022
Insights… with Thomas S. Caldwell, C.M. | Episode 23 | January 20, 2022
Empire Club of Canada Annual Investment Outlook 2022 with Chairman, Thomas S. Caldwell, C.M. | January 13th, 2022
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