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Quarterly Portfolio Disclosure

(March 31,2019)

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Proxy Voting Records 

US SEC Form ADV Part 1

US SEC Form ADV Part 2

NEWS AND INSIGHTS

Report to Investors 2nd Quarter 2024

Performance Summary During the quarter, the US Equity Strategy underperformed the S&P 500 Index while the Canadian Equity strategy outperformed the S&P/TSX Composite. Both the [...]

­­The Essential Traits of High-Quality Companies: A Bristol Gate Perspective

At Bristol Gate, we focus on investing in high-quality companies that demonstrate strong potential for high dividend growth. We utilize advanced machine learning algorithms alongside [...]

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LET’S STAY IN TOUCH

Learn about News, Events and how we are using Data Science to eliminate human bias.