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Caldwell Investment Management Ltd. in the press

Caldwell U.S. Dividend Advantage Fund Launches ETF Series and Declares Distributions for Q2 2020

TORONTO, March 16, 2020 (GLOBE NEWSWIRE) -- Caldwell Investment Management Ltd. (“CIM”), the manager of Caldwell U.S. Dividend Advantage Fund (the “Fund”) is pleased to announce the successful launch of an actively managed exchange traded series of the Fund (the “ETF Series”). The ETF Series commenced trading on the Toronto Stock Exchange (“TSX”) today under the ticker symbol UDA.

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Winner of the 2019 FundGrade A+ Award™ for Outstanding Performance

TORONTO, Jan. 24, 2020 (GLOBE NEWSWIRE) -- Caldwell Investment Management Ltd. is pleased to announce that the Caldwell Canadian Value Momentum Fund (the “Fund”) has been awarded the 2019 FundGrade A+ Award for delivering consistently strong performance with minimal volatility. This marks the second consecutive year that the Fund has been honored with this FundGrade Award.

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Urbana Corporation Announces Updated Management and Advisory Agreement

TORONTO, Dec. 06, 2019 (GLOBE NEWSWIRE) -- Urbana Corporation (“Urbana” or the “Corporation”) (TSX & CSE: URB & URB.A) today announced that it has entered into an updated management and advisory agreement (the “Updated Management Agreement”) with its manager, Caldwell Investment Management Ltd. (“CIM”).

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Caldwell Canadian Value Momentum Fund Series A Wins 2019 Lipper Fund Award From Refinitiv

TORONTO, Nov. 15, 2019 (GLOBE NEWSWIRE) -- The Caldwell Canadian Value Momentum Fund Series A (“CCVMF”), managed by Caldwell Investment Management Ltd., has won the Lipper Fund Award from Refinitiv 2019 Canada.

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Caldwell Investment Management Ltd. Announces Completion of Merger of Clearpoint Global Dividend Fund and Caldwell U.S. Dividend Advantage Fund

TORONTO, Oct. 30, 2019 (GLOBE NEWSWIRE) -- Caldwell Investment Management Ltd. is pleased to announce the successful completion, effective today, of the previously announced merger of Clearpoint Global Dividend Fund (“Clearpoint Global Fund”) and Caldwell U.S. Dividend Advantage Fund (“Caldwell U.S. Fund”), with Caldwell U.S. Fund being the continuing fund.

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Caldwell Investment Management Ltd. Announces Unitholder Approval of Merger Proposal

TORONTO, Oct. 21, 2019 (GLOBE NEWSWIRE) -- Caldwell Investment Management Ltd. (the “Manager”), the manager of Clearpoint Global Dividend Fund (“Clearpoint Global Fund”) and Caldwell U.S. Dividend Advantage Fund (“Caldwell US Fund”), is pleased to announce that at a special meeting held today unitholders of Clearpoint Global Fund approved a proposal that will result in the merger of Clearpoint Global Fund with Caldwell US Fund, another mutual fund managed by the Manager, in order to combine Clearpoint Global Fund and Caldwell US Fund into one U.S. dividend fund with Caldwell US Fund being the continuing fund (the “Proposal”). Subject to receiving regulatory approval, it is expected that the merger will become effective on or about October 25, 2019 (the “Effective Date”).

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Caldwell U.S. Dividend Advantage Fund Fee Reduction

TORONTO, Oct. 17, 2019 (GLOBE NEWSWIRE) -- Caldwell Investment Management Ltd., the manager of Caldwell U.S. Dividend Advantage Fund (the “Fund”), is pleased to announce a 1% reduction in the Fund’s annual management fee. As a result, effective immediately, the management fees for the Series A units and Series F units of the Fund will be reduced to 1.75% per annum and 0.75% per annum, respectively. 

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Proposed Change of Manager of Clearpoint Short Term Income Fund

TORONTO, July 10, 2019 (GLOBE NEWSWIRE) -- Caldwell Investment Management Ltd. (“Caldwell”) and Cortland Credit Group Inc. (“Cortland”) are pleased to announce that they have entered into an agreement pursuant to which the trustee and manager of the Clearpoint Short Term Income Fund (the “Fund”) is proposed to be changed from Caldwell to Cortland (the “Change of Manager”), subject to the receipt of all necessary unitholder and regulatory approvals.

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