Caldwell Investment Management Ltd. announces to the public 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 expected to take effect on Oct. 21, 2019, Toronto.

Caldwell US Fund is one of the mutual funds managed by the manager. This is to Clearpoint Global Fund and Caldwell US Fund into one U.S. dividend fund with Caldwell US Fund being the continuing fund. Moreover, the merger will become effective on or about October 25, 2019 after receiving regulatory approval.

In respect of the press release issued by the Manager on October 17, 2019, the return generated by the Caldwell US Fund since inception was inadvertently incorrectly posted. Note that the exact annualized Caldwell US Fund return since inception on June 19, 2015 to September 30, 2019 has been 7.7%. For more of this news, check out their website.

Important Notes You Must Know About Caldwell Investment Management Ltd.

Established back in 1990, Caldwell Investment Management presently has Brendan Caldwell as their CEO and President. They provide investment management services to Canadian and international retail and institutional investors. The firm takes pride in having a wide clientele of financial institutions, public and private pension funds, endowment funds, foundations, as well as private family accounts.

Caldwell originates and structures investment vehicles and provides portfolio and risk management services. The firm has experts who monitor portfolios for compliance with investment mandates and regulatory compliance and provide reporting to investors and clients, including financial performance and reporting for income tax purposes. Moreover, Caldwell Investment Management Ltd. strongly believes that the integrity and depth of experience of its people are the firm’s most valued assets. Visit their Facebook page to find out more.

(Disclaimer : We are not associated with Caldwell Investment Management)