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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 Canadian Value Momentum Fund Series A Wins 2020 Lipper Fund Award from Refinitiv

Posted on November 19, 2020

Caldwell Investment Management Ltd. Announces Change of the Investment Objective of the Caldwell Balanced Fund

Posted on November 16, 2020

Caldwell Investment Management Ltd. announces proposal to change the Investment Objective of the Caldwell Balanced Fund

Posted on October 13, 2020

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q4 2020

Posted on October 7, 2020

WP Canada: Industry news – Why investors need flexibility and liquidity in abruptly changing world

Posted on August 27, 2020

Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q3 2020

Posted on July 10, 2020

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Fund Commentaries

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Media Appearances

  • Interest Rate Cuts & The Markets | Episode #69 – September 5, 2024
  • Justin Elliott on BNN Bloomberg’s The Close | August 14, 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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