TORONTO, May 1, 2018 /CNW/ – Bristol Gate Capital Partners, a leader in dividend growth investing, announced today that Reyer Barel, Co-Chief Investment Officer, will pursue his long-held career aspirations in academia. He will be enrolling in a full time PhD program, an ambitious undertaking which we fully support. Following a brief transition, it is expected that he will leave the firm in mid-May. Peter Simmie, CIO, will assume responsibility for the firm’s Data Science and Fundamental Research teams. Portfolio decisions will continue to be made by the firm’s Investment Committee.
We are pleased to announce that Izet Elmazi, CPA, CA, CFA has joined the firm as a Senior Portfolio Manager*. Izet was most recently at Goodman & Company Investment Counsel and previously had spent eight years with 1832 Asset Management (formerly Dynamic Funds). Izet has a B. Comm degree from the University of Toronto.
We are also pleased to welcome Katie Taylor CPA, CA as the firm’s Chief Compliance Officer*. Katie was in the same role with Burgundy Asset Management Ltd. for the past six years following a steady progression of roles in the firm’s finance and compliance areas. Katie has a B. Comm degree from Queen’s University.
President, Bristol Gate Capital Partners,
There is a risk of loss inherent in any investment; past performance is not indicative of future results. Prospective and existing investors in Bristol Gate’s pooled funds or ETF funds should refer to the fund’s offering documents which outline the risk factors associated with a decision to invest. Separately managed account clients should refer to disclosure documents provided which outline risks of investing. Pursuant to SEC regulations, a description of risks associated with Bristol Gate’s strategies is also contained in Bristol Gate’s Form ADV Part 2A located at www.bristolgate.com/regulatory-documents.
This piece is presented for illustrative and discussion purposes only. It should not be considered as personal investment advice or an offer or solicitation to buy and/or sell securities and it does not consider unique objectives, constraints, or financial needs of the individual. Under no circumstances does this piece suggest that you should time the market in any way or make investment decisions based on the content. Investors are advised that their investments are not guaranteed, their values change frequently, and past performance may not be repeated. References to specific securities are presented to illustrate the application of our investment philosophy only, do not represent all of the securities purchased, sold or recommended for the portfolio, it should not be assumed that investments in the securities identified were or will be profitable and should not be considered recommendations by Bristol Gate Capital Partners Inc. A full list of security holdings is available upon request. For more information contact Bristol Gate Capital Partners Inc. directly. The information contained in this piece is the opinion of Bristol Gate Capital Partners Inc. and/or its employees as of the date of the piece and is subject to change without notice. Every effort has been made to ensure accuracy in this piece at the time of publication; however, accuracy cannot be guaranteed. Market conditions may change and Bristol Gate Capital Partners Inc. accepts no responsibility for individual investment decisions arising from the use of or reliance on the information contained herein. We strongly recommend you consult with a financial advisor prior to making any investment decisions. Please refer to the Legal section of Bristol Gate’s website for additional information at bristolgate.com.
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These forward-looking statements are subject to various risks, uncertainties and assumptions about the investment strategies, capital markets and economic factors, which could cause actual financial performance and expectations to differ materially from the anticipated performance or other expectations expressed. Economic factors include, but are not limited to, general economic, political and market factors in North America and internationally, interest and foreign exchange rates, global equity and capital markets, business competition, technological change, changes in government regulations, unexpected judicial or regulatory proceedings, and catastrophic events. Readers are cautioned not to place undue reliance on forward-looking statements and consider the above-mentioned factors and other factors carefully before making any investment decisions. All opinions contained in forward-looking statements are subject to change without notice and are provided in good faith. Forward-looking statements are not guarantees of future performance, and actual results could differ materially from those expressed or implied in any forward-looking statements. Bristol Gate Capital Partners Inc. has no specific intention of updating any forward-looking statements whether as a result of new information, future events or otherwise, except as required by securities legislation.