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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 Investment Management Ltd. announces risk rating change to the Caldwell U.S. Dividend Advantage Fund

Posted on July 6, 2020

WP Canada: Industry news – Easing clients’ stress levels vital right now, says advisor

Posted on May 1, 2020

WP Canada: Industry news – ‘I’m always looking at what’s been hammered down’

Posted on April 28, 2020

Caldwell U.S. Dividend Advantage Fund Launches ETF Series and Declares Distributions for Q2 2020

Posted on March 16, 2020

Caldwell Canadian Value Momentum Fund Winner of the 2019 FundGrade A+ Award for Outstanding Performance

Posted on January 24, 2020

Caldwell Canadian Value Momentum Fund Series A Wins 2019 Lipper Fund Award From Refinitiv

Posted on November 15, 2019

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Fund Commentaries

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Media Appearances

  • Geopolitical Events Worldwide & Market Volatility | Episode #68 – August 8, 2024
  • Brendan Caldwell on BNN Bloomberg’s Market Call | July 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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