Caldwell Investment Decides on Name Change of Clearpoint Global Dividend Fund

June 7, 2019, Caldwell Investment Management Ltd. announced that they would change the name of “Clearpoint Global Dividend Fund” to “ADVANCE Dividend Plus Fund.” In addition, they have also announced the Assumption of Fund Functions Previously Performed by Nine Gates, LLCTORONTO.

The intention will be made effective as of the close of business on June 15, 2019, to reassume functions for the GDF Fund, which were previously assigned to Nine Gates, LLC. The former is the Manager of Clearpoint Global Dividend Fund. Brendan Caldwell, the President and CEO of Caldwell, says they appreciated the opportunity to work with Bill Dodge and his team at Nine Gates over the past four years and wish him continued success. 

Caldwell Investment is also pleased to announce its intention to change the name of the GDF Fund to ADVANCE Dividend Plus Fund on August 19, 2019. Visit here to learn more. 


Important Notes About Caldwell Investment Management Ltd. 

Caldwell has considerable expertise in the management of dividend-paying equity mandates. This is with particular emphasis on funds focused on issuers domiciled in Canada and the U.S. This is consistent with the investment approach implemented by the GDF Fund over the past several years. 

Established in 1990, Caldwell Investment Management Ltd. offers investment management services to pooled and mutual funds. Furthermore, the firm has established and maintained its reputation for excellence in the investment management industry. They provide innovative investment solutions to meet the requirements of individual and institutional investors. Due to this, Caldwell was awarded the FundGrade A+ Award for the year 2018 in respect of the Caldwell Canadian Value Momentum Fund. Check out their facebook page here for more information.

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