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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

Denis Taillefer – The Globe and Mail – Why this portfolio manager sold his Magna stock (and wishes he’d bought Disney)

Posted on May 16, 2022

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2022

Posted on April 6, 2022

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

Posted on January 28, 2022

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2022

Posted on January 18, 2022

Caldwell Investment Management Announces Annual 2021 Special Distribution for Caldwell U.S. Dividend Advantage Fund ETF

Posted on December 20, 2021

Caldwell Investment Management Announces Estimated Annual 2021 Special Distribution for Caldwell U.S. Dividend Advantage Fund

Posted on December 14, 2021

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Fund Commentaries

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Media Appearances

  • U.S. Elections and the Markets | Episode #71 – November 7, 2024
  • Justin Elliott on BNN Bloomberg’s Trading Day | October 17, 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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