Uncovering the US Equity Market – Part 1

2020-07-30T16:18:01-04:00

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 12020-07-30T16:18:01-04:00

Uncovering the Canadian Equity Market

2020-08-05T11:53:16-04:00

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 Market2020-08-05T11:53:16-04:00

What’s Under the Hood?

2020-07-08T15:18:08-04:00

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?2020-07-08T15:18:08-04:00

Welcome to the After-Hours

2020-07-08T14:43:04-04:00

Many investors are familiar with the adage, “it’s about time in the markets, not timing the markets.” This holds true when attempting to call the top, find the bottom, and juggle the volatility in-between. A study by FMRCo[1] shows that missing out on only [...]

Welcome to the After-Hours2020-07-08T14:43:04-04:00

Using Data as an Early Warning System

2020-06-01T09:03:03-04:00

As the Coronavirus has gripped the word’s attention, healthcare professionals were quickly left with more questions than answers. Amongst the sea of unknowns, one thing was certain: the speed of a response would be critical in containing the outbreak. A recent 60 Minutes piece [...]

Using Data as an Early Warning System2020-06-01T09:03:03-04:00

Quality Matters

2020-05-28T14:36:07-04:00

In constructing our US portfolio, one of the first screens that we perform on the S&P 500 is to exclude companies with non-investment grade debt. In order to be considered an investment grade issue, the company must have a credit rating of BBB or [...]

Quality Matters2020-05-28T14:36:07-04:00

Dividend Growth in Bear Markets

2020-05-19T11:51:19-04:00

Bear markets can be triggered for any number of reasons. They can last for a number of months or a number of years and can affect the whole market or certain sectors. No two bear markets are the same. Dividend growth investing has always [...]

Dividend Growth in Bear Markets2020-05-19T11:51:19-04:00

COVID-19 FAQ

2020-05-07T17:04:42-04:00

During this period of uncertainty, we have spent time speaking with our investors. Through these conversations a number of common questions come up. We have put together this FAQ to help answer them. Has the thesis/strategy wavered at all? Not at all. We believe [...]

COVID-19 FAQ2020-05-07T17:04:42-04:00

Work-From-Home Resources

2020-05-04T16:27:52-04:00

In times of uncertainly we often seek comfort through the insights of thought leaders and professionals. During this COVID-19 crisis, many have turned to the expertise of medical experts, government officials, and investment professionals to provide clarity over the situation at hand and the [...]

Work-From-Home Resources2020-05-04T16:27:52-04:00

Up Your Game in the New Reality: Video Conferencing

2020-04-06T10:27:13-04:00

As we face the challenges of our new reality in the age of self-isolation, social distancing and working from home, the idea of meeting with clients face-to-face seems on hold indefinitely. While we will get through this period, we have to figure out ways [...]

Up Your Game in the New Reality: Video Conferencing2020-04-06T10:27:13-04:00

Perspective on Staying Focused in Market Turmoil

2020-03-23T16:48:23-04:00

The goal of investing at Bristol Gate is to grow income and capital over time. However, during an adverse market shock such as the one we are currently experiencing with the COVID-19 virus, our defensive nature kicks in to protect ourselves from near-term potential [...]

Perspective on Staying Focused in Market Turmoil2020-03-23T16:48:23-04:00

Data Science at Bristol Gate

2020-03-11T19:18:28-04:00

Since being founded in 2006, Bristol Gate has leveraged technology to help make better investment decisions. The technology has evolved significantly since then, but the principle remains the same.Bristol Gate now employs a machine learning model to help predict dividend growth for an opportunity [...]

Data Science at Bristol Gate2020-03-11T19:18:28-04:00
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