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Interim Management Report of Fund Performance

Independent Review Committee Annual Report

Quarterly Portfolio Disclosure

(March 31,2019)

Distributions 

Proxy Voting Records 

US SEC Form ADV Part 1

US SEC Form ADV Part 2

NEWS AND INSIGHTS

Bristol Gate & Wealth Brand Partners: Winning Market Leadership Webinar – July 17, 2025

https://vimeo.com/1102202241?share=copy#t=0 Wealth demographics are reshaping client needs and expectations – and advisors need to adapt! In this session, David Finley, Founding Partner and Chief Strategist [...]

Bristol Gate Q2 Update

https://vimeo.com/1107834128?share=copy#t=0 Bristol Gate Capital Partners CIO, Izet Elmazi, discusses Q2 results of the US Equity Strategy.

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