Media
Capstone Biblically Informed Funds Press Resources
Canada's First Biblically Informed ETFs
Launch on the TSX
The Funds provide Canadian investors with professionally managed equity funds aligned with Christian values
About
Capstone Asset Management
Founded in 2004, Capstone Asset Management manages close to $850 million in assets with a team of 32 professionals, including 5 Portfolio Managers and 2 Associate Portfolio Managers. With offices in Langley, BC and Cambridge, ON, Capstone Asset Management serves high-net-worth individuals, institutional clients, and faith-based organizations across Canada.
Capstone Asset Management is an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer registered in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, Quebec, Newfoundland & Labrador, Nova Scotia, New Brunswick and Prince Edward Island.
Contact Information
Gerard Feliciano
Director
Business Development
604.546.1504
Fact Sheet
Quick Facts
Capstone Biblically Informed ETF Funds Facts
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Launch Date: October 30, 2025 -
Ticker Symbols:
- BIVC (Capstone Biblically Informed Canadian Equity Fund)
- BIVU (Capstone Biblically Informed U.S. Equity Fund)
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Exchange: Toronto Stock Exchange
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Management Fee (ETF Series): 0.80%
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Fund Manager: Capstone Asset Management
Capstone Team Facts
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Team Size: 32 professionals including 5 Portfolio Managers and 2 Associate Portfolio Managers
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Offices: Langley, BC (Head Office); Cambridge, ON (Branch)
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Founded: 2004
Key Leadership
Glenn Murray, CFA
President and Chief Executive Officer
Paul G. Carter CFA
Chief Investment Officer
Stephen Smith CIM FCSI
Portfolio Manager and Chief Compliance Officer
Market Positioning
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ETF Series: Canada's first Biblically Informed ETFs
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Mutual Fund Series: Only broadly available and accessible biblically informed investment options through advisor channels nationwide
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Target Market: Canadian investors seeking portfolio alignment with Christian values
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Account Eligibility: Can be held by investors in Registered and Non-Registered accounts
Key Messages for Media
Story Angles
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1. Market First
The ETF series of BIVC and BIVU launching October 30, 2025, represent Canada's first Biblically Informed ETFs trading on the Toronto Stock Exchange.
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2. Addressing Unmet Demand
Individual investors and financial advisors, particularly Kingdom Advisors, have sought Canadian-domiciled biblically informed investment options. BIVC and BIVU address this market need.
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3. Professional Management with Values Research
BIVC and BIVU are managed by the same experienced team responsible for the Capstone Canadian Equity Strategy, combining fundamental analysis with biblical research.
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4. Rigorous Oversight
All proposed investee companies are reviewed and approved by Capstone's Biblically Informed Overlay (BIO) Committee. The committee is comprised of four members with over 100+ years of combined experience, including one independent member.
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5. Accessible Structure
Multi-series structure (ETF and mutual fund) ensures broad accessibility across the fragmented Canadian investment market where dealers and advisors may be registered for different product types.
Quotable Statements
"Canadian investors seeking to align their portfolios with Christian values now have access to professionally managed equity funds backed by a proven investment team."
— Glenn Murray, CFA,
President and CEO
"BIVC and BIVU are actively managed by a seasoned team applying deep fundamental analysis and biblically informed research."
— Glenn Murray, CFA,
President and CEO
"The funds are guided by four biblical principles: valuing human life, stewarding creation responsibly, encouraging human flourishing, and applying biblical wisdom"
— Glenn Murray, CFA,
President and CEO
Downloadable Assets
Logos &
Brand Identity
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Capstone Asset Management Logo
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File Formats:
- .PNG
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Brand Colors:
- Primary Navy:
PANTONE 7547 C / HEX #131E29 - Primary Blue-Grey:
PANTONE 7545 C / HEX #425563 - Accent Green:
PANTONE 377 C / HEX #7A9A01
- Primary Navy:
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Typography:
- Headlines:
Futura Medium (all caps) - Body:
Futura Book - Subheads:
Droid Serif Italic
- Headlines:
Product
Documents
Photography & Video Content
Background Information
Why Biblically Informed Investing
Over 20 million Canadians identify as Christian, representing the largest faith community in the country. Many Canadian investors have incorporated biblical values into their financial and estate planning, but have had limited options for a Canadian domiciled investment to complement these plans. This left a large gap in their ability to steward their wealth.
The Capstone Approach
The Funds use a four-component investment analysis:
- Fundamental Analysis: Active, value-oriented research focused on equities
- Due Diligence: Assessment using four guiding investment principles
- Biblical Research: Application of biblical alignment criteria to companies passing financial analysis
- Independent Validation: Partnership with Brightlight Impact for additional independent analysi
Four Guiding Investment Principles
- Valuing all human life
Capstone seeks companies that demonstrate consistent respect for the dignity and worth of every human being. - Stewarding creation responsibly
Capstone seeks companies committed to responsible stewardship and the development of creation. - Encouraging human flourishing
Capstone seeks companies that contribute positively to physical, emotional, and spiritual well-being. - Applying biblical wisdom
Capstone seeks companies whose values, culture, and business practices align with principles rooted in Scripture.
Media Contact
Mailing Address
Capstone Asset Management
19923 80A Avenue, Suite 210
Langley BC, V2Y 0E2
Website
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Important Legal Disclosures
Commissions, trailing commissions, management fees, and expenses may be associated with investments in mutual funds and exchange-traded funds. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed; their values change frequently, and past performance may not be repeated. The simplified prospectus, fund facts, and ETF facts are available on SEDAR+ at www.sedarplus.ca or consult with a registered investment dealer or advisor
This media kit is provided for journalistic purposes only and does not constitute an offering of securities. For investor information, please visit capstoneassets.ca or consult with a qualified financial advisor.