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Caldwell Investment Management Ltd.
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      • Caldwell-Lazard CorePlus Infrastructure Fund
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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

Fund News

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

Posted on January 25, 2019

Caldwell U.S. Dividend Advantage Fund Completes Conversion to a Mutual Fund and Provides A Distribution Update

Posted on November 19, 2018

Caldwell U.S. Dividend Advantage Fund Announces Unitholder Approval of Conversion to Open-End Mutual Fund

Posted on September 28, 2018

Caldwell U.S. Dividend Advantage Fund Announces Proposed Conversion to Open-End Mutual Fund and Unitholder Meeting

Posted on August 15, 2018

Caldwell Income Fund Announces Proposed Reduction of Fees and Fund Enhancements Designed to Improve Returns and Reduce Risk

Posted on June 21, 2018

Press Release: Prospectus Amendment Caldwell Income Fund

Posted on June 11, 2018

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Fund Commentaries

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Media Appearances

  • Brendan Caldwell on BNN Bloomberg’s Market Call | July 30, 2024
  • Elections & The Markets | Episode #67 – July 4, 2024
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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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