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Highlights and Commentaries

Monthly Highlights
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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

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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

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Caldwell U.S. Dividend Advantage Fund

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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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