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Brendan Caldwell on BNN Bloomberg’s Market Call | March 1, 2023

Brendan Caldwell President and CEO of Caldwell Investment Management, discusses North American Large Cap Equities.

Oksana Poyaskova

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Third Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Second Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Caldwell Investment Management Ltd. Announces Change of Risk Rating of Caldwell Canadian Value Momentum Fund and Caldwell U.S. Dividend Advantage Fund and the removal of Soft Cap on Caldwell Canadian Value Momentum Fund
First Quarter 2024 Commentary | Tactical Sovereign Bond Fund

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Highlights and Commentaries

Monthly Highlights
Fund Commentaries

Latest Commentaries

Third Quarter (“Q3”) | Tactical Sovereign Bond Fund Commentary
Third Quarter (“Q3”) | Caldwell North American Fund Annual Commentary
September 2024 | Caldwell U.S. Dividend Advantage Fund Commentary
September 2024 | Caldwell-Lazard CorePlus Infrastructure Fund Commentary
September 2024 | Caldwell Canadian Value Momentum Fund Commentary

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
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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

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