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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
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
  • Podcasts
  • Something Good for the Month

    March 2023

    Read. Reflect. Re-energize. The Daily Feather | Too Small to Not Fail “It is worth noting that ‘too big to fail’ is not simply about… More

    Posted: April 3, 2023
    EducatingGoodreads
  • Something Good for the Month

    February 2023

    Read. Reflect. Re-energize. Academy Securities | A Day in the Life of a ODTE Option “I was created or “born” this morning! I will expire… More

    Posted: March 20, 2023
    EducatingGoodreads
  • Something Good for the Month

    January 2023

    Read. Reflect. Re-energize. Visual Capitalist | Infographic: Generative AI Explained by AI ChatGPT. DALL-E. MidJourney. DeepMind-generative Al technologies have exploded into mainstream consciousness. With access… More

    Posted: February 3, 2023
    EducatingGoodreads
  • Something Good for the Month

    December 2022

    Read. Reflect. Re-energize. Times of India | Indian PhD Student at Cambridge University Solves 2,500-year-old Sanskrit Puzzle A grammatical problem which has defeated Sanskrit scholars… More

    Posted: January 9, 2023
    EducatingGoodreads
  • Something Good for the Month

    November 2022

    Read. Reflect. Re-energize. CNBC Events | Investing icon Stanley Druckenmiller sits down with Joe Kernen at CNBC’s Delivering Alpha With pervasive economic uncertainty, an outbreak… More

    Posted: December 6, 2022
    EducatingGoodreads
  • Partners in Prospecting

    The Times They Are A Changin’

    I’m convinced the majority of us will be relieved to see the backend of 2022, because it has been a trying time for investors AND… More

    Posted: November 24, 2022
    InvestingMeetingsProspecting
  • Something Good for the Month

    October 2022

    Read. Reflect. Re-energize. Bloomberg Markets and Finance | Hugh Hendry: The Fed Doesn’t Know What It’s Doing Hugh Hendry, founding partner of hedge fund Eclectica… More

    Posted: November 11, 2022
    EducatingGoodreads
  • Something Good for the Month

    September 2022

    Read. Reflect. Re-energize. Viral Hub | Evolution of the Yield Curve from 1990 to 2022 One of the best predictors of a looming recession. Odd… More

    Posted: October 6, 2022
    EducatingGoodreads
  • Something Good for the Month

    August 2022

    Read. Reflect. Re-energize. Nikkei Asia | Confrontation to conflagration: Asia’s six likeliest wars A shifting balance of power may reignite frozen conflicts from North Korea… More

    Posted: September 15, 2022
    EducatingGoodreads
  • Partners in Prospecting

    Taking Care of Business

    Taking Care of Business: How to articulate your practice’s unique business model Over the years, I’ve noticed the most successful Investment Advisors know how to… More

    Posted: September 6, 2022
    InvestingMeetingsProspecting
  • Something Good for the Month

    July 2022

    Read. Reflect. Re-energize. Oaktree Capital | I Beg to Differ “If you hope to distinguish yourself in terms of performance, you have to depart from… More

    Posted: August 3, 2022
    EducatingGoodreads
  • Something Good for the Month

    June 2022

    Read. Reflect. Re-energize. Advisor Channel | Visualizing the Three Different Types of Inflation While the price of everyday goods, including food and energy, is the… More

    Posted: July 5, 2022
    EducatingGoodreads
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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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