Dixon Mitchell Investment Counsel

05/20/2026

One of the complaints about the S&P 500’s rise last year following its tariff induced plunge in the spring was that the climb was driven by a very small number of stocks, especially those linked to AI and other new economy industries. The first weeks of 2026 saw a reversal of this trend, with participation broadening across the index and previously disregarded names catching a bid. Since the onset of the US military operation in Iran, however, the market has reverted to its hyper-focused ways, with gains concentrated in the semiconductor space and select technology companies — in fact, so far this year, semiconductor stocks have accounted for more than half of the S&P 500’s gain.

Read more below ⬇️

05/01/2026

In our latest Investor Series webinar, Pooja Gurrala, CFA, Parry Pasricha, CFA and Keith Barr, CFA, explore current market trends and the broader economic landscape, unpacking key developments shaping today’s environment. From the short- and long-term impacts of the war in the Middle East to updates on energy, gold, and AI, the discussion offers timely perspective for investors navigating change, followed by an engaging, interactive Q&A.

🎥 Watch the replay here:

In this session Pooja Gurrala, Parry Pasricha and Keith Barr shared insights on current market trends and the broader economic landscape. Providing key highlights on the short and long term impacts of the current war in the Middle East as well as energy, gold and AI updates.

04/27/2026

If Steve Jobs was a visionary, conjuring products that consumers didn’t know they needed but soon couldn’t live without, Tim Cook was an operator, tasked with optimizing the production of those goods and ensuring that they were as profitable as they were appealing. During his time as Apple CEO, Cook more than succeeded in his designated role, which helped to drive the company’s market capitalization from about $350 billion in 2011 to more than $4 trillion today. That said, it’s not as though innovation was abandoned over the past decade and a half, with products such as the Apple Watch and AirPods introduced during the period. As well, it was under Cook’s guidance that the company introduced a services ecosystem — including the App Store, iCloud, Apple Music, Apple TV+, and Apple Pay — which now brings in $100 billion in annual revenue and operates at a 75% gross margin.

Read more below ⬇️

04/20/2026

Last week, we were proud to support Big Sisters of BC Lower Mainland at the Art of Mentorship event as presenting sponsors.

It was a memorable evening, highlighted by powerful stories and a genuine sense of connection among everyone in attendance. Thanks to the generosity of everyone involved, over $300,000 was raised to help empower and support young women through mentorship.

A special thank you to the organizers and all who attended for making such a meaningful impact. We’re honoured to be part of a community that shows up in such a big way.

04/14/2026

Join us for our upcoming Investor Series Webinar. 📈🌍
Hosted by Pooja Gurrala, CFA, Parry Pasricha, CFA and Keith Barr, CFA.

In this session, we will share insights on current market trends and the broader economic landscape.

Key highlights:
- Short and long term impacts of the current war in the Middle East
- Energy, gold and AI update
- Participate in an interactive Q&A session following the presentation. We encourage you to submit your questions in advance to ensure a comprehensive discussion tailored to your interests

Date: Thursday, April 30, 2026
Time: 10:00am – 11:00am (PST)
Registration Link: https://dixonmitchell.zoom.us/webinar/register/WN_22gLTXz3SB20ilLr_2w1BA

04/13/2026

Whether you are (or were) a Venezuelan politico, a software engineer, or anyone who relies on the safe passage of hydrocarbons through a narrow channel in the Persian Gulf, the first quarter of 2026 was one of grave consequence. For investors, the implications of recent weeks and what might lie ahead undoubtedly seem just as harrowing.

Read more below ⬇️

03/10/2026

Over the weekend, Dixon Mitchell sponsored InspireHealth Supportive Cancer Care's 10th Annual Rain Walk, a community event that brought people together across British Columbia to raise funds and awareness for individuals and families affected by cancer.

As presenting sponsor, Dixon Mitchell was pleased to help support an initiative that provides meaningful resources to those navigating cancer. Events like Rain Walk play an important role in funding InspireHealth’s free supportive care programs, which offer services such as exercise therapy, nutrition guidance, stress management, and counselling to help improve quality of life during and after treatment.

Supporting organizations that strengthen the communities we serve is an important part of Dixon Mitchell’s commitment to making a positive local impact. It was inspiring to see so many participants, volunteers, and supporters come together in support of this year’s Rain Walk and the important work InspireHealth continues to do.

03/06/2026

It’s no secret that US stocks have soundly outperformed their global peers for the better part of two decades, meaning that Canadian managers (such as DM) who’ve directed their foreign exposure to American names have been well-rewarded over time. The common answer for why this has occurred is that the US economy is more dynamic than most of the rest of the world and that the S&P 500 is populated with more innovative companies, valuable global brands, and effective management teams than other major markets. While this is true, not all of the S&P’s advantage can be attributed to corporate superiority.

03/05/2026

Yesterday, Dixon Mitchell had the pleasure of being a sponsor for the 2026 YW Calgary YWhisper Gala, an evening that brought together community leaders, advocates, and supporters committed to advancing opportunities for women and girls.

The event sparked conversations around equity in sport and the important role athletics can play in building confidence, leadership, and opportunity.

Congratulations to YW Calgary and the entire leadership team for hosting such a memorable event and for the continued work they do to empower women and strengthen communities.

We’re grateful for the opportunity to be part of an evening that highlighted the impact of community, collaboration, and shared dedication creating more equitable opportunities for women and girls.

02/28/2026

Today, Dixon Mitchell was proud to sponsor and attend the Illuminations Luncheon in support of the BC Women's Health Foundation, an inspiring afternoon dedicated to advancing women’s health and research.

We had the privilege of hearing powerful conversations highlighting the importance of innovation, equity, and investment in women’s health.

Congratulations to the BC Women’s Health Foundation and all event partners on the remarkable achievement of raising over $600,000 to further critical research and care initiatives.

At DM, we value the opportunity to support initiatives that advance health and well-being of our communities. The impact of today’s conversations and contributions will help shape a healthier future for women and families across British Columbia. A powerful reflection of how collective commitment can drive lasting progress.