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 [...]
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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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]