Growth Investing - Brompton Funds

Beyond the Chip: AI’s Demand for Power

by Utsav Srivastava | Aug 14, 2024

Artificial Intelligence (AI) has been dominating the investing landscape since the advent of ChatGPT at the end of 2022. While the lion’s share of the focus has been on the technology firms that create semiconductors for AI or software that can benefit from AI, there...

You’re Not as Diversified as You Think | Market Views

by Laura Lau | Jul 16, 2024

Is your portfolio diversified? As an investor, you may hear a lot about the importance of diversification. In this Market Views, we discuss diversification and why you’re not as diversified as you think. Learn more about...

Spread the Wealth: Diversify Your Financials Sector Portfolio

by Michael D. Clare | Jun 26, 2024

We believe that Canadian banks have been great investments and that they will continue to perform well in the long term. This view is primarily driven by the fact that we have a consolidated banking market in Canada, which allows the banks to generate attractive...

Beyond Big Tech – The Case for Diversification in 2024

by Billy Huang | Feb 26, 2024

Much attention has been given to the “Magnificent 7” or “big tech” stocks recently (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, Tesla), which have dominated market performance since the start of 2023. In fact, the top ten largest stocks in the S&P 500 Index...

Safety in Tech?

by Billy Huang | Apr 6, 2023

The tech sector (S&P 500 Info Tech Index) has outperformed the broader market and all other sectors yearto-date, with a 21.5% total return vs 7.0% for the S&P 500 Index, despite macro headwinds and volatility in the bond market due to recent bank failures....