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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

News Release

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

Posted on January 26, 2023

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2023

Posted on January 10, 2023

CORRECTION – Caldwell Investment Management Announces Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

Posted on December 16, 2022

Caldwell Investment Management Announces Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

Posted on December 15, 2022

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2022

Posted on October 17, 2022

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2022

Posted on July 6, 2022

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Fund Commentaries

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Media Appearances

  • Denis Taillefer on BNN Bloomberg’s Trading Day | January 9, 2025
  • Brendan Caldwell on BNN Bloomberg’s Market Call | December 30, 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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