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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Oct 6, 2024 | Sparrow Wealth Management | - | - | CCL-B.TO, ENGH.TO, IFC.TO, L.TO, OTEX.TO, PBH.TO, SJ.TO, TIH.TO, TRI.TO, TVK.TO | AI, Canada, dividends, energy, gold, materials, technology | The strategy focuses on high dividend growth companies and continues to outpace the index in dividend growth metrics. The manager emphasizes owning attractively priced, high quality, high dividend growers as their core investment philosophy. | ASTL.TO PBH.TO TIH.TO OTEX.TO |
View |
| 2025 Q3 | Oct 22, 2025 | The Bristol Gate Canadian Equity | - | - | CCL-B.TO, ENGH.TO, IFC.TO, L.TO, OTEX.TO, PBH.TO, SJ.TO, TIH.TO, TRI.TO, TVK.TO | AI, Canada, dividends, energy, gold, materials, Quality, uranium | The strategy focuses on high dividend growth companies and continues to outpace the index in dividend growth metrics. The manager emphasizes owning attractively priced, high quality, high dividend growers as a core investment philosophy that has worked through many challenging environments. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||