Bristol Gate’s U.S. ETF is overweight industrials and consumer discretionary relative to the benchmark. Its holdings include Home Depot Inc., Starbucks Corp., Honeywell International Inc. and Visa Inc. Since the strategy’s inception as an offering-memorandum fund in 2009, it has returned 322 percent versus 259 percent for the S&P 500 Total Return Index, according to Bristol Gate.
The Canadian ETF is overweight consumer staples and discretionary, with holdings like Alimentation Couche-Tard Inc., Canadian Tire Corp. and Maple Leaf Foods Inc. The Canadian strategy, which Bristol Gate been running with its own money since 2013, has returned 81 percent versus 53 percent for the S&P/TSX Total Return Index since inception.
This article was provided by Bloomberg News.