Latest Ideas

Browse the latest ideas, fund holdings sheets and commentaries from our investment management team.

March 2017 | Pendragon Commentary


April 2017 | Alternative Investments and the Global Macro Strategy


March 2017 | Caldwell Canadian Value Momentum Fund Commentary


February 2017 | Caldwell US Dividend Advantage Fund Report


February 2017 | Pendragon Commentary


January/February 2017 | Caldwell Balanced Fund Commentary


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