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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

U.S. Dividend Advantage Fund News

Circular: Clearpoint Global Dividend and Caldwell U.S. Dividend Advantage Funds

Posted on September 26, 2019

Caldwell Investment Management Ltd. announces proposal to merge Clearpoint Global Dividend Fund into Caldwell U.S. Dividend Advantage Fund

Posted on September 26, 2019

Caldwell U.S. Dividend Advantage Fund Completes Conversion to a Mutual Fund and Provides A Distribution Update

Posted on November 19, 2018

Caldwell U.S. Dividend Advantage Fund Announces Unitholder Approval of Conversion to Open-End Mutual Fund

Posted on September 28, 2018

Caldwell U.S. Dividend Advantage Fund Announces Proposed Conversion to Open-End Mutual Fund and Unitholder Meeting

Posted on August 15, 2018

Caldwell U.S. Dividend Advantage Fund Announces Distributions for the Second Quarter of 2018

Posted on May 3, 2018

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Fund Commentaries

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Media Appearances

  • Brendan Caldwell on BNN Bloomberg’s Market Call | April 3, 2025
  • Justin Elliott on BNN Bloomberg’s Trading Day | March 20, 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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