Caldwell Investment Management LTD.
Caldwell Investment Management Ltd. is a Toronto-based asset manager and investment adviser founded in 1990. The firm provides asset management services and offers mutual funds, ETF strategies, and custom investment solutions primarily for individual investors, institutions, and advisors in Canada. Caldwell specializes in innovative equity and infrastructure strategies and is recognized for its client-centric approach and long-term focus. The firm employs approximately 20 professionals overseeing portfolios for Canadian and international clients.
Investment Strategy
Caldwell Investment Management Ltd. employs an active management approach focusing on high-quality equities, global infrastructure, and innovative equity strategies. Its philosophy emphasizes investing in leading companies with predictable revenue and cash flow, alongside exposure to growth trends that drive transformative market opportunities. The firm delivers diversified portfolios, seeking risk-adjusted returns, inflation protection, and attractive income streams for investors. For products like the CorePlus Infrastructure Fund, the firm uses a core-plus strategy blending stable infrastructure assets with supplementary high-growth investments beyond the traditional infrastructure universe.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CBOE | CBOE GLOBAL MKTS INC | 23.81% | $27.5M | 118,000 | $139.58 | $233.21 | +$2.2M |
K KKR | KKR & CO INC | 23.02% | $26.6M | 200,000 | $78.26 | $133.03 | +$3.7M |
I ICE | INTERCONTINENTAL EXCH INC. | 15.88% | $18.3M | 100,000 | $136.77 | $183.47 | +$964.1K |
A AEM | AGNICO EAGLE MINES LTD | 6.05% | $7.0M | 58,700 | $66.45 | $118.93 | -$1.5M |
S STN | STANTEC INC | 5.45% | $6.3M | 57,900 | $87.49 | $108.68 | +$4.6M |