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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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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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Article
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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Article
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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RRSP Season: Biblically Informed Funds in Retirement Planning

RRSP Season: Biblically Informed Funds in Retirement Planning

March 25, 2026

RRSP deadline March 1, 2026. Learn how our biblically informed funds fit in retirement planning with biblical values alignment and professional management.

Capstone Asset Management

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Tax Season Preparation: Understanding Your Investment Fund Tax Documents

Tax Season Preparation: Understanding Your Investment Fund Tax Documents

March 19, 2026

Tax season is approaching, and understanding where you hold your investments and what tax documents to expect can help you prepare properly and efficiently. Whether you're reviewing your current account structure or preparing tax documents, the process can be streamlined if you know the fundamentals of tax location strategy and what to expect from your investment accounts. This guide provides general tax education. Tax treatment depends on individual circumstances; therefore, we advise you consult a qualified tax professional regarding your specific situation.

Capstone Asset Management

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