1-800-256-2441 416-593-0353 funds@caldwellinvestment.com
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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

Awards and Celebrations

Caldwell Canadian Value Momentum Fund Series A Wins 2019 Lipper Fund Award From Refinitiv

Posted on November 15, 2019

Caldwell Canadian Value Momentum Fund Winner of the 2018 Fundgrade A+ Award for Outstanding Performance

Posted on January 25, 2019

Caldwell Mutual Funds 2010 Lipper Award Winner

Posted on March 16, 2010

Caldwell Mutual Funds 2008 Lipper Award Winner

Posted on June 1, 2008

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Fund Commentaries

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Media Appearances

  • Brendan Caldwell on BNN Bloomberg’s Market Call | April 3, 2025
  • Justin Elliott on BNN Bloomberg’s Trading Day | March 20, 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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