It has been roughly one year since the S&P 500 hit its low point of the COVID-19 market crash. The last year has been challenging and the human tragedy significant but not all the effects of the virus have been negative. One area where [...]
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Despite a global pandemic the likes of which we have not seen since 1918, the S&P 500 returned +18.4% in 2020 (in USD). Underneath the surface, the distribution of returns paints a much more detailed picture. 77% of the return in the index was [...]
The S&P500’s return in 2020 was very different from what we have seen work thus far in 2021. In 2020, 77% of the total return was driven by the top 10 holdings. The mega-cap technology companies that were market leaders last year have been [...]
Investment Commentary It was a year like no other. Following a good start, rising 5% to mid February, the S&P 500 fell 34% between February 19 and March 23 as COVID-19 began wreaking havoc with global markets and economies. Recognizing the significant economic risk [...]
https://vimeo.com/501801240 Important disclosures Disclaimer: This is presented for illustrative and discussion purposes only. It should not be considered as personal investment advice or an offer or solicitation to buy and/or sell securities and it does not consider unique objectives, constraints, or financial needs [...]
Bristol Gate Capital Partners Inc. Announces Final Annual Reinvested Distributions for Bristol Gate ETFsBristol Gate2021-01-04T16:55:29-05:00
TORONTO, January 4, 2021 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate Capital Partners” or the “firm”) today announced the final annual 2020 reinvested distributions for the Bristol Gate Exchange-Traded Funds (the "Bristol Gate ETFs"). Unitholders of record on December 31, 2020 received [...]
Bristol Gate Capital Partners Inc. Announces Estimated Annual Reinvested Distributions for Bristol Gate ETFsBristol Gate2020-12-21T11:48:49-05:00
FOR IMMEDIATE RELEASE TORONTO, December 4, 2020 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate Capital Partners” or the “firm”) today announced the estimated 2020 reinvested distributions for the Bristol Gate Exchange-Traded Funds (the "Bristol Gate ETFs"). These annual reinvested distributions generally represent [...]
https://vimeo.com/476461416 In October 2020, Portfolio Manager Achilleas Taxildaris presented at the 7th Annual ETF Conference hosted by Mindpath to discuss why not all dividend stocks are created equal. He discussed the merits of dividend growth investing and why it is not just about [...]
https://vimeo.com/476566167 In October 2020, Pierre Daillie of Advisor Analyst.com led a discussion that included Bristol Gate CIO Izet Elmazi as well as other prominent portfolio managers Kim Shannon (Sionna Investments), Greg Taylor (Purpose Investments), and Sri Iyer (Guardian Capital) to discuss where they [...]
The ultimate goals and purposes of specific foundations and endowments may vary slightly; however, these investments typically aim to provide stable and reliable payouts to support charitable missions and operations, while maintaining the independence from the institution and growing the endowed capital. Understanding the [...]
The first three quarters of this year will not be easily forgotten. The S&P 500 experienced the fastest selloff in history, declining 30% in only 22 trading days, spanning February to March, 2020. Subsequently, we have also witnessed one of the fastest recoveries in [...]
There is so much to worry about – a second wave of COVID, US Presidential elections, ongoing global trade tensions, large government deficits, and high market volatility to name a few concerns. In an environment where dividend futures are implying a double digit decrease [...]