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 [...]
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 [...]
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 [...]
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 [...]
Firm Update We usually save the firm update for last in our quarterly commentaries but given the severity of what we are all experiencing as a result of the coronavirus, we wanted to provide this quarter’s addition upfront. We take the health and [...]
2019 marked a number of milestones for Bristol Gate. Our US Equity Strategy celebrated its 10-year anniversary in May, our firm AUM surpassed the US$1 billion mark and both our US and Canadian Equity Strategies received Morningstar’s 5 Star rating. It was also a [...]
The Bristol Gate US Equity strategy was recently added to a Canadian Broker-Dealer’s Preferred Manager SMA program. It is a portfolio of the highest dividend growth stocks in the S&P500 derived by leveraging our propriety Machine Learning model to predict dividend growth looking forward [...]
