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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
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
What Will Happen if Interest Rates Go Up For Families and Canadian Households?
| Episode 23 - January 20, 2022
Empire Club of Canada Annual Investment Outlook 2022 with Chairman, Thomas S. Caldwell, C.M. | January 13th, 2022
How Will Inflation Affect Us?
| Episode 22 - January 6, 2022
Our Chairman's Year-End Message to Our Clients and Friends
| Episode 21 - December 23, 2021
Brendan Caldwell on BNN Bloomberg with Andrew Bell | December 21, 2021
It’s the First Week of December and We Have Two Questions...
| Episode 20 - December 9, 2021
Jennifer Radman on BNN Bloomberg’s Market Call | December 6, 2021
U.S. Thanksgiving and Our Government Policies
| Episode 19 - November 25, 2021
Remembrance Day Special
| Episode 18 - November 11, 2021
Our Chairman's Thoughts On Returning to Work in a Physical Workspace, Away From Home, Post COVID
| Episode 17 - October 28, 2021
Justin Elliott on BNN Bloomberg’s The Close | October 22, 2021
Denis Taillefer on BNN Bloomberg’s The Close | October 15, 2021
The Federal Government Has Hired a Quarter of a Million Employees to Deal With COVID Related Matters. What Does This Mean for Canadians? | Episode 16 – October 14, 2021
Geo-Political Issues are Happening Around the World
| Episode 15 - September 30, 2021
Where Canada is Going, Relative to Who Gets Elected
| Episode 14 - September 16, 2021
Justin Elliott on BNN Bloomberg’s The Close | September 3, 2021
How Do You Use Media to Speak to the Younger Generation?
| Episode 13 - September 2, 2021
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