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Plus
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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
Brendan Caldwell on BNN Bloomberg's Market Call
| May 6, 2024
Open Letter in the Globe & Mail and the Markets
| Episode #65 – May 2, 2024
Denis Taillefer on BNN Bloomberg’s Trading Day | April 30, 2024
Thomas S. Caldwell, C.M. on Exchange Invest’s IPO-VID
| April 9, 2024
Open Letter in the Globe & Mail and the Markets
| Episode #64 – April 4, 2024
PDAC, Mining Industry & The Stock Market
| Episode #63 – March 7, 2024
Justin Elliott on BNN Bloomberg’s The Close | February 27, 2024
Brendan Caldwell on BNN Bloomberg's Morning Markets
| February 16, 2024
Economic Disconnect in the United States
| Episode 62 - February 8, 2024
Denis Taillefer on BNN Bloomberg’s The Close | February 6, 2024
Brendan Caldwell on BNN Bloomberg's Market Call
| January 25, 2024
Looking Ahead to 2024 & Canada's Future
| Episode 61 - January 4, 2024
Brendan Caldwell on BNN Bloomberg's Market Call
| December 29, 2023
2023 Year Recap & Looking Forward to 2024
| Episode 60 - December 7, 2023
Brendan Caldwell on BNN Bloomberg's Morning Markets
| November 27, 2023
Justin Elliott on BNN Bloomberg’s The Close | November 17, 2023
An interview with Dan McGoey, lead Portfolio Manager of Caldwell-Lazard CorePlus Infrastructure Fund | November 15, 2023
Recession or Depression?
| Episode 59 - November 2, 2023
Denis Taillefer on BNN Bloomberg’s The Close | October 26, 2023
Justin Elliott on BNN Bloomberg’s The Close | October 13, 2023
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