Insights and News
Responsibly Navigating the AI Investment Landscape
June 27, 2023
Our firm has a rich history of leveraging AI to gain a competitive edge in the market. From the early adoption of sophisticated regressions to[...]
Concentration and the Contribution of Returns
June 11, 2023
This year has turned the age-old wisdom of one of the basic tenets of investing on its head -diversification. It serves as a vital safeguard[...]
Sustainable Dividend Growth and the Case of Algonquin Power
November 29, 2022
Though inflation and rising rates have dominated the headlines this year, it was not that long ago that investors were scrambling for income through a[...]
Bristol Gate on Inflation
July 6, 2022
https://player.vimeo.com/video/727113137?h=7eea0777f9 Bristol Gate Capital Partners CIO, Izet Elmazi, discusses the current inflationary environment and its impact on our portfolios.
Bristol Gate Canadian Equity Discussion
September 21, 2021
Bristol Gate Canadian Equity Discussion - September 2021 from Bristol Gate on Vimeo. On September 16. 2021, Bristol Gate Canadian Equity portfolio manager Izet Elmazi[...]
Capital Gains Tax Hikes and the Equity Markets
April 29, 2021
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[...]
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[...]
The Spending Dilemma – Endowments and Foundations
October 26, 2020
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[...]
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