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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 Investment Management Ltd. Announces Completion Of Merger Of Clearpoint Global Dividend Fund And Caldwell U.S. Dividend Advantage Fund

Posted on October 30, 2019

Canadian Investment Review: What can institutional investors expect from markets with a Liberal minority government? (Thomas S. Caldwell quoted)

Posted on October 24, 2019

Bloomberg – Expect Bigger Deficits and Energy Unease Under a Trudeau Minority (Thomas S. Caldwell quoted)

Posted on October 22, 2019

Caldwell Investment Management Ltd. Announces Unitholder Approval of Merger Proposal

Posted on October 21, 2019

Caldwell U.S. Dividend Advantage Fund Fee Reduction

Posted on October 17, 2019

Circular: Clearpoint Global Dividend and Caldwell U.S. Dividend Advantage Funds

Posted on September 26, 2019

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Fund Commentaries

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Media Appearances

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