Bristol Gate Capital Partners Inc. is an independent, employee-owned investment manager based in Toronto, Ontario that uses data science in combination with fundamental analysis to manage concentrated high dividend growth portfolios for advisors, family offices and institutions.
Our Belief
Better Results Over Time
Many dividend strategies focus on current yield, the amount of income you will receive today. However, by focusing on how much a dividend can grow over time you will end up with more income in the future.
Watch the video below to explain it another way
NEWS AND INSIGHTS
Report to Investors 2nd Quarter 2021
Nonlinear Relationships and our Glass (not Black) Box In the Southern Indian Sree Krishna Swamy Temple of Ambalapuzha there is a tradition of serving Paal Paysam, or rice pudding, to visiting pilgrims. Legend has [...]
Shopping with CAD
In the month of March, Canadian investors funneled $11.8 billion into U.S. Equities. These strong flows followed $12.3 billion of U.S. equity purchases in February[1]. Canadian investors have long-appreciated the U.S. equity market for [...]
High Quality – On Sale
At times the market presents opportunities where dividend growth and high quality companies appear cheaper than their lower quality peers. Our Q1 letter discussed what worked during the quarter but on the back of [...]