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Caldwell Investment Management Ltd.
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Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus 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

News Release

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2025

Posted on April 28, 2025

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2025

Posted on January 16, 2025

Caldwell Investment Management Announces Annual 2024 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

Posted on December 20, 2024

Caldwell Investment Management Announces Estimated Annual 2024 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

Posted on December 11, 2024

Denis Taillefer – The Globe and Mail – Why this money manager holds AtkinsRéalis and Chartwell, and recently sold Entegris

Posted on November 15, 2024

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2024

Posted on October 9, 2024

Older Entries »

Fund Commentaries

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Media Appearances

  • Denis Taillefer on BNN Bloomberg’s Morning Markets | April 25, 2025
  • Denis Taillefer on BNN Bloomberg’s The Close | April 4, 2025
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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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