Report to Investors 2nd Quarter 2021

2021-07-23T11:18:30-04:00

Nonlinear Relationships and our Glass (not Black) Box In the Southern Indian Sree Krishna Swamy Temple of Ambalapuzha there is a tradition of serving Paal Paysam, or rice pudding, to visiting pilgrims. Legend has it the tradition arose after a chess game between the [...]

Report to Investors 2nd Quarter 20212021-07-23T11:18:30-04:00

Shopping with CAD

2021-06-03T10:44:08-04:00

In the month of March, Canadian investors funneled $11.8 billion into U.S. Equities. These strong flows followed $12.3 billion of U.S. equity purchases in February[1]. Canadian investors have long-appreciated the U.S. equity market for a multitude of reasons; the depth and breadth of the [...]

Shopping with CAD2021-06-03T10:44:08-04:00

High Quality – On Sale

2021-05-05T15:54:01-04:00

At times the market presents opportunities where dividend growth and high quality companies appear cheaper than their lower quality peers. Our Q1 letter discussed what worked during the quarter but on the back of the economy reopening in the U.S. there has been a [...]

High Quality – On Sale2021-05-05T15:54:01-04:00

Bristol Gate Capital Partners Inc. Announces Changes to its Directors

2021-05-03T17:12:45-04:00

TORONTO, May 3, 2021 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate” or the “firm”), a leader in dividend growth investing, announced certain changes in respect of its directors. Bristol Gate is the manager of Bristol Gate Concentrated Canadian Equity ETF (TSX: BGC) [...]

Bristol Gate Capital Partners Inc. Announces Changes to its Directors2021-05-03T17:12:45-04:00

Capital Gains Tax Hikes and the Equity Markets

2021-04-29T08:49:32-04:00

Last week news broke that U.S. President Joe Biden is expected to propose a raise of the federal capital gains tax from its current base rate of 20%. Combined with the Obamacare levy, Americans earning over $1 Million per year will pay as high [...]

Capital Gains Tax Hikes and the Equity Markets2021-04-29T08:49:32-04:00

Report to Investors 1st Quarter 2021

2021-07-05T08:28:23-04:00

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 20212021-07-05T08:28:23-04:00

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
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