Caldwell Investment Management Ltd.Caldwell Investment Management Ltd.
  • Funds
    • Mutual Funds
      • Caldwell Balanced Fund
      • Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest
  • Media
    • Media Appearances
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  • Regulatory
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    • Simplified Prospectus
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    • Quarterly Portfolio Disclosures
    • Independent Review Committee
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    • About Caldwell
    • Meet Our Team
  • Contact Us
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Ready to invest? 416-593-0353 1-800-256-2441 funds@caldwellinvestment.com
  • Funds
    • Mutual Funds
      • Caldwell Balanced Fund
      • Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest
  • Media
    • Media Appearances
    • News Releases
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Annual Information Form
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers

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Highlights and Commentaries
  • Monthly Highlights
  • Fund Commentaries

Latest Commentaries

  • October 2019 | Caldwell Canadian Value Momentum Fund Commentary
  • Q3 2019 | Caldwell Balanced Fund Commentary
  • Q2 2019 | Caldwell U.S. Dividend Advantage Fund Commentary
Funds
Mutual Funds
  • Caldwell Balanced Fund
  • Tactical Sovereign Bond Fund
    (formerly Caldwell Income Fund)
  • Caldwell Canadian Value Momentum Fund
  • Caldwell U.S. Dividend Advantage Fund
Regulatory
  • Fund Facts
  • Simplified Prospectus
  • Financial Statements & Management Reports of Fund Performance
  • Quarterly Portfolio Disclosures
  • Independent Review Committee
  • Annual Information Form
  • Proxy Voting

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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