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Funds
Mutual Funds
Caldwell-Lazard Core
Plus
 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
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Thomas S. Caldwell, C.M.
What kept you up at night when you started your firm?
Posted: February 12, 2019
Oksana Poyaskova
+ posts
12303168464egw4gwe4g
Third Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Second Quarter 2024 Commentary | Tactical Sovereign Bond Fund
Caldwell Investment Management Ltd. Announces Change of Risk Rating of Caldwell Canadian Value Momentum Fund and Caldwell U.S. Dividend Advantage Fund and the removal of Soft Cap on Caldwell Canadian Value Momentum Fund
First Quarter 2024 Commentary | Tactical Sovereign Bond Fund
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