1-800-256-2441 416-593-0353 funds@caldwellinvestment.com
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Caldwell Investment Management Ltd.
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      • Caldwell-Lazard CorePlus Infrastructure Fund
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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

Quarterly Portfolio Disclosures

Caldwell-Lazard CorePlus Infrastructure Fund

Caldwell Canadian Value Momentum Fund

Caldwell U.S. Dividend Advantage Fund

Caldwell North American Fund

Tactical Sovereign Bond Fund

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Media Appearances

  • Denis Taillefer on BNN Bloomberg’s The Close | May 26, 2025
  • Justin Elliott on BNN Bloomberg’s The Close | May 21, 2025
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News Releases

  • Brendan Caldwell – Financial Post – In praise of stock exchanges, the most powerful way to build the middle class
  • Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q2 2025
  • Caldwell U.S. Dividend Advantage Fund Declares Distributions for Q1 2025
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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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