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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

Fund News

Caldwell Investment Management Ltd. announces proposal to merge Clearpoint Global Dividend Fund into Caldwell U.S. Dividend Advantage Fund

Posted on September 26, 2019

Jennifer Radman interviewed by the Globe and Mail

Posted on September 12, 2019

Sean Tascatan Interviewed by the Globe and Mail

Posted on August 7, 2019

Jennifer Radman quoted by Huffington Post

Posted on July 3, 2019

Jennifer Radman Interviewed by Wealth Professional Canada

Posted on June 27, 2019

“A.O. Smith’s correction was too harsh” – the “Les Affaires” interview with Sean Tascatan

Posted on January 30, 2019

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Fund Commentaries

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Media Appearances

  • Justin Elliott on BNN Bloomberg’s The Close | August 14, 2024
  • Geopolitical Events Worldwide & Market Volatility | Episode #68 – August 8, 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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