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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
Monthly Fund Highlights
Caldwell U.S. Dividend Advantage Fund Highlights
Posted on February 16, 2022
Caldwell Canadian Value Momentum Fund Highlights
Posted on March 12, 2019
Tactical Sovereign Bond Fund Highlights
Posted on March 11, 2019
Caldwell North American Fund
Posted on March 11, 2019
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