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  • 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

Caldwell Canadian Value Momentum Fund News

View recent news releases from the Caldwell Investment Management Ltd. team.

Caldwell Investment Management Ltd. Announces Change of Risk Rating of Caldwell Canadian Value Momentum Fund and Caldwell U.S. Dividend Advantage Fund and the removal of Soft Cap on Caldwell Canadian Value Momentum Fund

Posted on June 18, 2024

Caldwell Canadian Value Momentum Fund Winner of the 2022 Fundgrade A+ Award for Outstanding Performance

Posted on January 26, 2023

Caldwell Canadian Value Momentum Fund Winner of the 2021 Fundgrade A+ Award for Outstanding Performance

Posted on January 28, 2022

How are Canadian portfolio managers preparing for higher interest rates? We asked four of them | The Globe and Mail

Posted on October 29, 2021

Caldwell Investment Management Ltd. Announces Soft Capping on Caldwell Canadian Value Momentum Fund

Posted on October 26, 2021

Caldwell Investment Management Ltd. Announces Upcoming Series Redesignations and Terminations

Posted on April 19, 2021

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  • Industry News

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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