Results Summary Note: LTM Dividend Growth is the median of the actual trailing 12-month dividend growth as reported on Bloomberg at September 30, 2021 of the individual stocks held by Strategies or Index constituents. FTM Dividend Growth is the median of the Bristol Gate [...]
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Bristol Gate Canadian Equity Discussion - September 2021 from Bristol Gate on Vimeo. On September 16. 2021, Bristol Gate Canadian Equity portfolio manager Izet Elmazi discussed the differences in the Canadian equity market to the US Equity market, the importance of high active [...]
Nonlinear Relationships and our Glass (not Black) Box In the Southern Indian Sree Krishna Swamy Temple of Ambalapuzha there is a tradition of serving Paal Paysam, or rice pudding, to visiting pilgrims. Legend has it the tradition arose after a chess game between the [...]
In the month of March, Canadian investors funneled $11.8 billion into U.S. Equities. These strong flows followed $12.3 billion of U.S. equity purchases in February. Canadian investors have long-appreciated the U.S. equity market for a multitude of reasons; the depth and breadth of the [...]
At times the market presents opportunities where dividend growth and high quality companies appear cheaper than their lower quality peers. Our Q1 letter discussed what worked during the quarter but on the back of the economy reopening in the U.S. there has been a [...]
TORONTO, May 3, 2021 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate” or the “firm”), a leader in dividend growth investing, announced certain changes in respect of its directors. Bristol Gate is the manager of Bristol Gate Concentrated Canadian Equity ETF (TSX: BGC) [...]
Last week news broke that U.S. President Joe Biden is expected to propose a raise of the federal capital gains tax from its current base rate of 20%. Combined with the Obamacare levy, Americans earning over $1 Million per year will pay as high [...]
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 [...]
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 [...]