US Equity Strategy Results The Bristol Gate U.S. Equity Strategy underperformed the S&P 500 Total Return Index during Q2 as uncertainty reigned as US trade[...]

US Equity Strategy Dividend Growth Note: LTM Dividend Growth is the median of the actual trailing 12-month dividend growth of the individual stocks held by[...]

In 2024, the S&P 500 Total Return Index delivered its second consecutive 25%+ annual return. Market concentration was the theme of the strong performance, with[...]

Performance Summary During the quarter, both the US Equity and Canadian Equity Strategies outperformed their respective benchmarks and continue to outpace the indices in terms[...]