1-800-256-2441 416-593-0353 funds@caldwellinvestment.com
  • A A
  • Contrast
Caldwell Investment Management Ltd.
  • 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
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 2020 Fundgrade A+ Award for Outstanding Performance

Posted on January 22, 2021

Small cap to watch: This steelmaker’s shares have doubled since September and analysts are racing to hike price targets (Jennifer Radman quoted) | The Globe and Mail

Posted on December 11, 2020

The Globe and Mail: Three stock picks for the post-pandemic recovery from $220-million fund* manager Jennifer Radman

Posted on November 30, 2020

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

« Newer EntriesOlder Entries »
Fund Codes and Net Asset Value per Unit (NAV):
Canadian Dollar Options:
Series Code NAV
(2025-09-17)
A CWF 900 $11.56
F CWF 901 $11.88
Contact us for more information at funds@caldwellinvestment.com

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

Stay Connected:

  • LinkedIn
  • Twitter
  • Facebook
  • Youtube
  • Instagram
  • Yelp
  • Legal Disclaimer
  • Privacy Policy
  • Complaints Disclosure
  • Trade Matching Statement
  • Accessibility
  • Funds
  • Regulatory
  • Media
  • Tell Me Something Good
  • About
  • Contact Us
  • Careers

© 2025 Caldwell Financial Ltd. All rights reserved. Powered by New Design Group Inc

Want to hear something good?

Sign up for updates

Your Email