Brompton Funds

Geopolitical flare-ups. A hawkish Fed. Sticky inflation. Still, growth remains resilient, and earnings continue to broaden out beyond the AI theme.

With high valuations and slowing growth, the Magnificent 7 look set to be a source of funds. We expect the next phase to be driven by the rest of the market.

Where we see opportunity: Brompton Tech Leaders Income ETF ( ) for AI, Brompton Global Infrastructure ETF ( ) for the infrastructure buildout, and Brompton North American Financials Dividend ETF ( ) for financials benefiting from deregulation.

View the full outlook: https://www.bromptongroup.com/insight/h2-2026-outlook-buy-the-dips/

We are pleased to announce an increase in the monthly distribution of Brompton Split Corp. Enhanced Equity Income ETF to 15.2% per annum (as of July 23, 2026).

CLSA is designed for investors seeking income and growth – combining enhanced equity exposure with high monthly income to help support long-term financial goals.

Learn more:https://www.bromptongroup.com/wp-content/uploads/2026/07/CLSA-Increased-Distribution-Final.pdf

That's a wrap on 2026, and it was worth the trip. ✈️

Brompton brought the adventure to the Rogers Centre, celebrating our new ETFs with swag and contest prizes!

A big thank you to Maxwell Nicholson, Annika Ng, Tim Johnson, and the entire Blossom Social team for hosting an outstanding event.

We loved connecting with so many investors at the Brompton booth, including creators like Adriano of Passive Income Investing, Paul from Better Call Paul, and Leon from Leon's Money Flow.

Finally, a big shout out to all the other creators who took to the stands and the stage for continuing to support financial literacy.

Investors now have 2 new ways to get high income, twice a month: Brompton Utilities & Infrastructure HighPay ETF (PAYI) and
Brompton U.S. Equity HighPay ETF (PAYU)

Whether you are seeking to invest in leading U.S. companies or leading utilities and infrastructure companies, both new ETFs provide twice-a-month high income in efficient one-ticket solutions.

: https://www.bromptongroup.com/PAYI
: https://www.bromptongroup.com/PAYU

This is Where You Get Paid.

BlossomCon 2026 lands at the Rogers Centre on July 25, and Brompton is bringing the adventure with us. Take a sneak peek at our booth below.

Swing by for swag, investing conversations with our team, and a chance to win 1 of 4 $250 travel gift cards. Pack your bags, this one is worth the trip. https://admitone.com/events/toronto/community/conference/blossomcon-2026-toronto/SP8BHC?_gl=1*8zcnya*_ga*MTg3MzM3MjQyNy4xNzg0NzI3NDUz*_ga_LJVTRWG4JL*czE3ODQ3Mjc0NTMkbzEkZzEkdDE3ODQ3Mjc2MDQkajYwJGwwJGgw

Due to the fund’s strong performance, we are pleased to announce an Class A share split. This share split will result in a 15% increase in distributions paid to existing shareholders while also contributing to greater liquidity. Investors of record on July 22, 2026 will be eligible to participate in the share split.

The share split is subject to the approval of the Toronto Stock Exchange. For more information, view the full Press Releases:https://www.bromptongroup.com/wp-content/uploads/2026/07/SBC-Share-Split-and-Pref-Offering-Announcement-DD-July-14.pdf

Better than expected CPI and blowout bank earnings. What does it all mean for markets?

Brompton's Senior Vice President and Senior Portfolio Manager Mike Clare joined BNN Bloomberg to break down the latest inflation print, where the Fed goes from here, and what strong beats from Goldman Sachs, JPMorgan, and others mean for Canadian investors.

Watch here: https://www.bromptongroup.com/lower-than-expected-cpi-and-blowout-bank-earnings-mike-on-bnn/

Inflation is back, and it may prove stickier than the headlines suggest.

U.S. CPI rose 4.2% year-over-year in May 2026, and with a hawkish Fed leaving the door open to rate hikes, inflation risk is firmly back on the table. History shows that companies with high Free Cash Flow Yield tend to outperform when inflation rises. Generating cash today makes their valuations less sensitive to rising rates, while growth stocks face multiple contraction.

In the latest , we explore why Cash Flow Kings can act as an inflation hedge and highlight four ways to access high-FCFY equities with Brompton's Cash Flow Kings ETF lineup.

Read more: https://www.bromptongroup.com/fd/cash-flow-kings-and-the-case-for-an-inflation-hedge/

Brompton's sales team recently came together from across Canada for our annual Summer Sales Conference, wrapping up with a celebration alongside other Brompton staff.

For over 25 years, Brompton has been committed to one thing: providing Canadians with innovative income and growth-focused investment solutions. Behind that mission is a team that spans the country and shares that purpose every day.

A huge thank you to our sales team for everything you do to bring our message to Canadians coast to coast.

Happy Canada Day from all of us at Brompton Funds.

For more than 25 years, we've been proud to be a Canadian company built for Canadians. Through every market cycle, our focus has stayed the same: helping Canadians grow their wealth and reach their financial goals.

Wishing everyone a great .