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So far Bristol Gate has created 72 blog entries.

CIO Izet Elmazi Panel Discussion at Mindpath’s 7th Annual ETF Conference

2020-12-01T08:35:02-05:00

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 [...]

CIO Izet Elmazi Panel Discussion at Mindpath’s 7th Annual ETF Conference2020-12-01T08:35:02-05:00

The Spending Dilemma – Endowments and Foundations

2020-10-26T15:15:41-04:00

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 Spending Dilemma – Endowments and Foundations2020-10-26T15:15:41-04:00

Looking Beyond the Bargain Bin

2020-10-19T08:43:01-04:00

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[1], spanning February to March, 2020. Subsequently, we have also witnessed one of the fastest recoveries in [...]

Looking Beyond the Bargain Bin2020-10-19T08:43:01-04:00

Report to Investors 3rd Quarter 2020

2020-12-22T13:58:32-05:00

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 [...]

Report to Investors 3rd Quarter 20202020-12-22T13:58:32-05:00

Fitting Dividend Growth into the Asset Pie

2020-10-01T18:01:29-04:00

When most of us think of dividend strategies, we think of how much income we will receive today with a focus on the current yield. The types of companies that can deliver high yields are often mature companies with consistent, predictable cash flows. These [...]

Fitting Dividend Growth into the Asset Pie2020-10-01T18:01:29-04:00

Which Companies Value their Shareholders? Buybacks vs. Dividends

2020-09-28T16:36:28-04:00

Throughout the past 20 years buybacks have become an increasingly popular way for senior management to use excess free cash flow generated from business activities. By reducing shares outstanding, buybacks increase the percentage ownership of ongoing shareholders. Unfortunately, buybacks do not treat all shareholders [...]

Which Companies Value their Shareholders? Buybacks vs. Dividends2020-09-28T16:36:28-04:00

Diamonds in the Rough

2020-09-28T09:24:54-04:00

Much has been made of the unprecedented market rally over the past five months. Names like Apple, Google, Amazon, and Tesla have grabbed headlines by rewarding their investors with incredible returns since the March 23 lows; however, this spectacular performance among few high flying [...]

Diamonds in the Rough2020-09-28T09:24:54-04:00

Stagnant Wage Growth in Canada

2020-08-21T09:20:23-04:00

Real wage growth in Canada has been stagnant over the past 30 years. After inflation, Canadians have been struggling to increase their income year-over-year, making it increasingly difficult to get ahead. Additionally, interest rates have been steadily declining throughout this same period, making it [...]

Stagnant Wage Growth in Canada2020-08-21T09:20:23-04:00

Uncovering the US Equity Market – Part 1

2020-11-10T10:07:13-05:00

Bristol Gate’s US Strategy invests in companies listed on the S&P 500; however, the composition of our portfolio starkly differs from most passive and active growth US equity strategies. The main reason – the high concentration of FAANG+ stocks in the S&P500. The S&P [...]

Uncovering the US Equity Market – Part 12020-11-10T10:07:13-05:00

Report to Investors 2nd Quarter 2020

2020-12-22T13:58:01-05:00

Our firm’s name comes from the famous gate in Bristol, England where many explorers set out to establish new trade routes. The gyrations of the market over the past several quarters have given us some sense of what it must have felt like crossing [...]

Report to Investors 2nd Quarter 20202020-12-22T13:58:01-05:00

Uncovering the Canadian Equity Market

2020-11-10T10:08:00-05:00

Passive index funds are a simple and fast way for investors to access a diversified portfolio. These funds provide the investor with index returns for a low cost. However, not all indices are the same with some being better suited for passive exposure than [...]

Uncovering the Canadian Equity Market2020-11-10T10:08:00-05:00

What’s Under the Hood?

2020-11-10T10:08:43-05:00

How Dividend Growth Investing outperforms Dividend Investing Bristol Gate’s investment strategy is built on buying businesses that are poised to substantially grow their dividend over the next 12 months and beyond. Where many dividend investing strategies focus on the current dividend yield, we are [...]

What’s Under the Hood?2020-11-10T10:08:43-05:00
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