How passive vs. active investing is changing today | Bristol Gate Capital Partners Inc. posted on the topic | LinkedIn (2024)

We are pleased to announce an upcoming webinar featuring Ajay Agrawal, a prominent figure in the field of Artificial Intelligence (A.I.), who will discuss its broad implications on the global economy.Join us on April 11, 1PM EST to gain valuable perspectives from an expert in the field and understand the future trajectory of A.I. in the economic landscape.Click here to register! https://lnkd.in/gsmFCps2#AI #ArtificialIntelligence #Innovation #Economics

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Our Dividend Growth Prediction Model is at the heart of our investment process and is used to predict a company's future dividend growth. These ranked predictions then form the short list on which our Portfolio Managers perform fundamental analysis.For more information into how our model works, feel free to check out our model breakdown video here! https://lnkd.in/g3hxNbyF

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"The one constant in life is change... the companies and the industries that can employ and harness technology to make them better at what they do are going to be the winners in the future"Listen to our President, Michael Capombassis, CFA, chatting on UBS Trending with Anthony Pastore about the impacts of AI on society and learn how embracing AI can drive growth, innovation, and new opportunities within companies. https://lnkd.in/gQeDTEqp

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Calling all market analysts and dividend enthusiasts!We have launched our brand new Dividend Prediction Challenge for 2024. If you think that you can accurately predict which company in the S&P 500 will grow their dividends at the highest rate this year, enter our challenge to put your skills to the test.The challenge closes on February 15th so be sure to submit your pick today!https://lnkd.in/eTKcwnkd

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By asking a different question, we arrive at a different answer.Through building a portfolio (Ticker | BGC) of the highest dividend growers, we end up with a differentiated and complementary solution to more traditional Canadian equity strategies. This is the theme we explored in our recent webinar with our Canadian Equity PM Achilleas Taxildaris. Please feel free to view the replay:https://lnkd.in/eRPP9M7z$BGC #highdividendgrowth #canadianequity

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Investors can take away one big lesson from 2023. Investing by trying to time the market or macro economy is a difficult proposition.We entered 2023 with broad expectations of a recession and poor equity returns. We ended the year with the S&P 500 rising 26%. Often the market zigs when everyone expects it to zag. Find a strategy you understand and believe in because that is what will keep you sticking with it through the ups and downs. As the old adage goes, time in the market is much more important than timing the market.For us at Bristol Gate that strategy focuses on companies that deliver high dividend growth and it served us well in 2023.Check out our Q423 client note to learn more about our unique approach to dividend investing, and why we believe it gives us a sustainable competitive advantage.https://lnkd.in/ePzKfMH4

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Please join us on January 30th at 1PM ET, we will be hosting a webinar on the Bristol Gate Concentrated Canadian Equity ETF (BGC).Link to register can be found here -https://lnkd.in/ev2HVKCPIt is a High Quality/High Active Share addition to portfolios.Some further highlights on BGC:• Concentrated & equally weighted portfolio of 23 of the highest predicted dividend growth stocks at the highest quality• Hybrid Approach - Machine Learning Model used to predict dividend growth and Fundamental Analysis done by PMs to assess quality and valuation• Historically underweight Energy and Canadian bank exposure• ★★★★ Morningstar 4-Star Rated

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Get to know Bristol Gate Capital Partners Inc. President/Chair of the Investment Committee Michael Capombassis, CFA and Chief Data Scientist Poorya Ferdowsi as they sat down with FLX Networks's Richard Miller, CFA for the FLX Casts Podcast:https://lnkd.in/gkJerf9Z

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Please join us on January 30th at 1PM ET, we will be hosting a webinar on the Bristol Gate Concentrated Canadian Equity ETF (BGC).Link to register can be found here - https://lnkd.in/ev2HVKCPIt is a High Quality/High Active Share addition to portfolios.Some further highlights on BGC:• Concentrated & equally weighted portfolio of 23 of the highest predicted dividend growth stocks at the highest quality• Hybrid Approach - Machine Learning Model used to predict dividend growth and Fundamental Analysis done by PMs to assess quality and valuation• Historically underweight Energy and Canadian bank exposure• ★★★★ Morningstar 4-Star Rated

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