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Interim Financial Statements

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

Annual Letter to Investors – 2021

Dividend Growth Summary Note: LTM Dividend Growth is the median of the actual trailing 12-month dividend growth of the individual stocks held by Strategies or [...]

Report to Investors 2nd Quarter 2022

Dividend Growth Summary Note: LTM Dividend Growth is the median of the actual trailing 12-month dividend growth of the individual stocks held by Strategies or [...]

Bristol Gate on Inflation

https://player.vimeo.com/video/727113137?h=7eea0777f9 Bristol Gate Capital Partners CIO, Izet Elmazi, discusses the current inflationary environment and its impact on our portfolios.

Report to Investors 1st Quarter 2022

Dividend Growth Summary Both the US and Canadian Strategies trailed their respective benchmarks during the quarter, however both portfolios continue to deliver dividend growth well [...]

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