PARTNERS’ CAPITAL:

We manage approximately $1 billion (CAD)As at June 30, 2017 including AUA for institutions and individuals, alongside whom we invest on the same terms.

EMPIRICALLY-SOUND APPROACH:

So rare is real, enduring growth that only a small handful of companies meet our criteria.

See The Concepts Animated

EXCELLENT RESULTS:

Better total return with less downside risk.

Our pure focus:

The sustainability of growing cash flows

Our extremely selective approach avoids 96% of the S&P 500

Sources: Here
As at Jun 30, 2017 Sources: Bloomberg, S&P, Factset. Analysis of cutters as at March 31, 2017.

We’re not invested in sectors with low or erratic growth in operating cash flow – because they can’t generate the high year-over-year growth in dividends we’ve been able to find. Energy, REITs, Telecoms and Utilities usually don’t make the cut.

Research-driven

The partners’ capital keeps the team active, engaged and always accountable.

Dividend growth is a good first step in stock selection

But it’s not enough. We search for sustainable growth. We teach professionals the next step: The quality overlay.

Host or attend a workshop
Bristolgate
10 50 teal resp
Long Term Performance
lt and recent perf 317 retail v5
BG Deciles three charts 01
BG Deciles three charts 02
BG Deciles three charts 03
smaller safer faster 3 17
BG selectivity circles cdn may 17
divgrobyyrwithavg1YRv2
divgrobyyrwithavg3YRv2
Roe