Report to Investors 1st Quarter 2021

2021-04-15T14:39:51-04:00

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 [...]

Report to Investors 1st Quarter 20212021-04-15T14:39:51-04:00

Rising Interest Rates and Inflation – What Does This Mean for the Equity Markets?

2021-03-25T13:15:56-04:00

Despite a global pandemic the likes of which we have not seen since 1918, the S&P 500 returned +18.4% in 2020 (in USD). Underneath the surface, the distribution of returns paints a much more detailed picture. 77% of the return in the index was [...]

Rising Interest Rates and Inflation – What Does This Mean for the Equity Markets?2021-03-25T13:15:56-04:00

What Has Worked in 2021 (so far…)

2021-03-19T14:43:55-04:00

The S&P500’s return in 2020 was very different from what we have seen work thus far in 2021. In 2020,  77% of the total return was driven by the top 10 holdings.  The mega-cap technology companies that were market leaders last year have been [...]

What Has Worked in 2021 (so far…)2021-03-19T14:43:55-04:00

Annual Letter to Investors – 2020

2021-03-10T18:15:38-05:00

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 [...]

Annual Letter to Investors – 20202021-03-10T18:15:38-05:00

Yield on Cost – Explained

2021-03-05T11:33:02-05:00

https://vimeo.com/501801240 Important disclosures Disclaimer: This is presented for illustrative and discussion purposes only. It should not be considered as personal investment advice or an offer or solicitation to buy and/or sell securities and it does not consider unique objectives, constraints, or financial needs [...]

Yield on Cost – Explained2021-03-05T11:33:02-05:00

Bristol Gate Capital Partners Inc. Announces Final Annual Reinvested Distributions for Bristol Gate ETFs

2021-01-04T16:55:29-05:00

TORONTO, January 4, 2021 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate Capital Partners” or the “firm”) today announced the final annual 2020 reinvested distributions for the Bristol Gate Exchange-Traded Funds (the "Bristol Gate ETFs"). Unitholders of record on December 31, 2020 received [...]

Bristol Gate Capital Partners Inc. Announces Final Annual Reinvested Distributions for Bristol Gate ETFs2021-01-04T16:55:29-05:00

Bristol Gate Capital Partners Inc. Announces Estimated Annual Reinvested Distributions for Bristol Gate ETFs

2020-12-21T11:48:49-05:00

FOR IMMEDIATE RELEASE TORONTO, December 4, 2020 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate Capital Partners” or the “firm”) today announced the estimated 2020 reinvested distributions for the Bristol Gate Exchange-Traded Funds (the "Bristol Gate ETFs"). These annual reinvested distributions generally represent [...]

Bristol Gate Capital Partners Inc. Announces Estimated Annual Reinvested Distributions for Bristol Gate ETFs2020-12-21T11:48:49-05:00

Portfolio Manager Achilleas Taxildaris presents on Why Not All Dividend Stocks are Created Equal

2020-12-01T08:39:04-05:00

https://vimeo.com/476461416 In October 2020, Portfolio Manager Achilleas Taxildaris presented at the 7th Annual ETF Conference hosted by Mindpath to discuss why not all dividend stocks are created equal. He discussed the merits of dividend growth investing and why it is not just about [...]

Portfolio Manager Achilleas Taxildaris presents on Why Not All Dividend Stocks are Created Equal2020-12-01T08:39:04-05:00

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
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