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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

WP Canada: Caldwell announces soft close on successful Value Momentum Fund

Posted on December 2, 2021

How are Canadian portfolio managers preparing for higher interest rates? We asked four of them | The Globe and Mail

Posted on October 29, 2021

Caldwell Investment Management Ltd. Announces Soft Capping on Caldwell Canadian Value Momentum Fund

Posted on October 26, 2021

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2021

Posted on October 12, 2021

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2021

Posted on July 12, 2021

Caldwell Investment Management Ltd. Announces Upcoming Series Redesignations and Terminations

Posted on April 19, 2021

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Fund Commentaries

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Media Appearances

  • Denis Taillefer on BNN Bloomberg’s The Close | October 10, 2024
  • Levels of Service & The Markets | Episode #70 – October 3, 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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