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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
Efficient Market Theory & Current Declining Stock Markets
| Episode 58 - October 5, 2023
Brendan Caldwell on BNN Bloomberg's Market Call
| October 2, 2023
Market Sentiment & The Big Picture
| Episode 57 - September 7, 2023
Denis Taillefer on BNN Bloomberg’s The Close | August 24, 2023
Justin Elliott on BNN Bloomberg’s The Close | August 8, 2023
Interest Rates and the “Sneaky Bull” | Episode 56 – August 3, 2023
Brendan Caldwell on BNN Bloomberg's Morning Markets
| August 2, 2023
Denis Taillefer on BNN Bloomberg’s The Close | July 20, 2023
Brendan Caldwell on BNN Bloomberg's Market Call
| July 17, 2023
Anticipating the Anticipators & Market Opportunities
| Episode 55 - July 6, 2023
Justin Elliott on BNN Bloomberg’s The Close | July 4, 2023
Tech Sector and Canadian Banks
| Brendan Caldwell on BNN Bloomberg's Morning Markets,
June 8, 2023
Big Picture, Geopolitical, Economic and Political Issues Worldwide
| Episode 54 - June 8, 2023
Canada's Strengths and Weaknesses in Public Markets
| Brendan Caldwell on BNN Bloomberg's Morning Markets,
June 8, 2023
Denis Taillefer on BNN Bloomberg’s The Close | May 29, 2023
Jennifer Kuta on EMPOWERED. with Elizabeth Naumovski
| May 17, 2023
Justin Elliott on BNN Bloomberg’s The Close | May 17, 2023
Brendan Caldwell on BNN Bloomberg's Market Call
| May 12, 2023
Geopolitics & Market Outlook
| Episode 53 - May 4, 2023
A Fireside Chat With Lord Conrad Black and Thomas S. Caldwell, C.M. | April 18, 2023
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