Brompton Funds

Are physical assets the new growth story?

As AI and geopolitical shifts drive demand for power, data centres, transmission networks and other critical infrastructure, investors are taking a fresh look at companies that own essential, hard-to-replace assets. Our latest Insights explores the “HALO trade” — Heavy Assets, Low Obsolescence — and why it is creating opportunities for investors in infrastructure.

Read the latest : https://www.bromptongroup.com/insight/the-halo-trade-why-investors-are-turning-back-to-physical-assets/

NASDAQ just hit a new record high. Despite high oil prices, Brompton CIO Laura Lau says earnings are what's powering the S&P 500 – up roughly 30% year-over-year last season, a pace unheard of outside a recession.

Her picks to watch: financials, benefiting from high rates and rising loan growth, and AI infrastructure, where years-long supply chain backlogs are handing providers real pricing power.

Watch the full BNN Bloomberg segment: https://www.bromptongroup.com/media/nasdaq-just-hit-a-new-record-high-cio-laura-lau-on-bnn/

Interest rate risk is back, and we believe it is growing more intense.

U.S. yields have moved higher across the curve, August CPI continued the above-target trend, and futures markets are now pricing in a high probability of a rate hike at the September 15-16 Fed meeting.

In the latest , we explore the return of interest rate risk and how high-quality floating-rate CLOs can help, with Brompton Wellington Square AAA CLO ETF (TSX: BAAA, BAAA.U) and Brompton Wellington Square Investment Grade CLO ETF (TSX: BBBB, BBBB.U) in focus.

https://www.bromptongroup.com/insight/protect-portfolios-from-rising-rates-with-floating-rate-clo-etfs/

High income comes with questions. So, how does CLSA work?

Chris Cullen, Head of ETFs at Brompton, joined Hugo from OldFish Investing to take a closer look at Brompton Split Corp. Enhanced Equity Income ETF .

From how distributions work to the impact of structural leverage and what happens when Class A distributions are suspended, Chris addresses some of the key questions and misconceptions investors may have about CLSA and Split Share investments.

Watch the full conversation:

🤔I Asked Brompton the Hard Questions About CLSA FF ...

Headlines point to market turmoil, but the past year tells a different story. Brompton’s CIO Laura Lau believes the worst is over for investors as markets rally behind investments in technology, infrastructure, and energy.

Laura spoke with The Globe and Mail about her current stock picks. What is she buying for Brompton’s Infrastructure ETF ( )? What is she selling?

Read the full article: https://www.bromptongroup.com/media/laura-lau-spoke-with-the-globe-and-mail-about-her-current-stock-picks/

celebrates 100: $100M+ in AUM and 100%+ Total Return since launch in March 2025.

We’re pleased to share that Brompton Split Corp. Enhanced Equity Income ETF has surpassed $100 million in assets.

Since listing in March 2025, CLSA has delivered a since inception total return of over 100% and increased its distribution four times, showing that income and growth don’t necessarily have to be a trade-off.

CLSA provides investors with simple, diversified access to a portfolio of Split Share Funds through a single ETF. Actively managed by Brompton’s experienced team with over 20 years of expertise in Split Share Funds, CLSA is designed to provide high monthly, tax-efficient distributions.

Thank you to our investors and supporters for helping us reach these milestones.

See annual return of CLSA: https://www.bromptongroup.com/CLSA/performance

ETFs are growing. Two new ETFs offer high income twice a month using dividends, covered calls, and stocks from leading companies.

offers exposure to a diversified portfolio of quality U.S. companies, while invests in leading utilities and infrastructure companies.

Chris Cullen, Head of ETFs at Brompton, and Adriano from Passive Income Investing sat down to discuss how PAYU and PAYI do income differently. Learn about their investment approach, portfolio construction, covered call strategy, and more:

2 NEW Brompton HighPay ETFs PAYU: U.S. Stocks & PAYI: High Yield on DEFENSIVE Infrastructure Stocks! Disclaimer:Educational and Entertainment Purposes Only: The conten...

Canada’s Big Six banks have returned 53% over the past year, against the 32% return of the S&P/TSX Composite Total Return Index.

That strong performance has pushed Canadian bank valuations to a 20+ year high, with the Big Six now trading at roughly 15x expected earnings, well above their historical 10x to 12x range. Brompton believes four factors could support these higher valuations: stronger capital, lighter-touch regulation, a less cyclical loan book and growing foreign demand.

So, are Canadian banks entering a new valuation era?

Read the latest : https://www.bromptongroup.com/insight/canadian-banks-are-higher-valuations-the-new-normal/

Congratulations to Alex B. and Pat C. from Toronto, Ontario, our latest $250 travel gift card winners!

After visiting the Brompton booth at BlossomCon, investors entered for a chance to win one of four $250 travel gift cards. Today, we’re celebrating our second draw!

Brompton ETFs provide income 2x per month, giving you twice the chance to feel like a winner – and more reasons to start planning your next getaway.

BMO and Scotiabank both exceeded expectations this quarter, with stronger profitability and improving loan performance. Brompton CIO Laura Lau joined BNN Bloomberg to break down the results.

How does this affect investors? Stronger bank earnings can support higher returns, making this a positive signal for investors watching the sector.

Watch Laura’s latest BNN segment for her take: https://www.bromptongroup.com/media/bmo-and-scotiabank-both-exceeded-expectations-this-quarter-cio-laura-lau-on-bnn/