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Strong Returns, Strong Values: The Capstone BII Fund Approach

Advisor Resources
October 14, 2025Paul Carter, Gerard Feliciano
Strong Returns, Strong Values: The Capstone BII Fund Approach
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For Kingdom Advisors: Serving Clients with TSX:BIVC & TSX:BIVU

For Kingdom Advisors: Serving Clients with TSX:BIVC & TSX:BIVU

June 25, 2026

Kingdom Advisors: Learn how TSX:BIVC and TSX:BIVU serve Canadian clients seeking Christian values alignment. Due diligence, fees, and suitability guidance.

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Christian Values in Business: What We Look For

Christian Values in Business: What We Look For

June 18, 2026

Learn what Christian values alignment means at Capstone. Understand the Four Guiding Investment Principles and how biblical research evaluates companies.

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Capstone Biblically Informed U.S. Equity Fund: Understanding U.S. Equity Exposure for Canadian Investors

Capstone Biblically Informed U.S. Equity Fund: Understanding U.S. Equity Exposure for Canadian Investors

June 11, 2026

Learn how our funds provide U.S. market access with biblical research criteria. Understand CAD denomination, sector diversity, and tax implications for Canadian investors.

Capstone Asset Management

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Understanding Dividend Investing: TSX:BIVC's Income Focus

Understanding Dividend Investing: TSX:BIVC's Income Focus

June 04, 2026

Learn how TSX:BIVC combines dividend income focus with biblical research criteria. Understand tax efficiency, dividend growth, and values alignment for Canadian investors.

Capstone Asset Management

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Human Intelligence in Biblical Research: Why Our Funds Need More Than Algorithms

Human Intelligence in Biblical Research: Why Our Funds Need More Than Algorithms

June 02, 2026

Why biblical investing requires human judgment, not just automated filters. Learn how Capstone's research analyst and BIO Committee evaluate Christian values alignment.

Capstone Asset Management

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Active vs. Passive: Why Biblical Investing Benefits from Active Management

Active vs. Passive: Why Biblical Investing Benefits from Active Management

May 22, 2026

Why TSX:BIVC and TSX:BIVU use active management for biblical investing. Learn why index funds can't apply Christian values criteria effectively.

Capstone Asset Management

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Understanding the Capstone Canadian Equity Income Strategy: Foundation for TSX:BIVC

Understanding the Capstone Canadian Equity Income Strategy: Foundation for TSX:BIVC

May 01, 2026

Learn about the proven investment strategy underlying TSX:BIVC. Same team, same discipline, enhanced with biblical research criteria for values alignment.

Capstone Asset Management

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BI U.S. Equity Fund Advisor Update

BI U.S. Equity Fund Advisor Update

April 24, 2026

CBIUEF Series I declined -5.05% in March vs. -4.8% for the S&P 500. Read our latest commentary on energy volatility, AI disruption, and disciplined portfolio positioning.

Capstone Asset Management

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BI Canadian Equity Fund and Strategy Advisor Update

BI Canadian Equity Fund and Strategy Advisor Update

April 24, 2026

CBICEF Series I returned -2.9% in March, with YTD performance of 6.8% since inception. Review our market commentary, sector analysis, and portfolio positioning amid global volatility.

Capstone Asset Management

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