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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[...]
Results Summary Note: LTM Dividend Growth is the median of the actual trailing 12-month dividend growth as reported on Bloomberg at September 30, 2021 of[...]
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[...]
It has been roughly one year since the S&P 500 hit its low point of the COVID-19 market crash. The last year has been challenging[...]
Investment Commentary It was a year like no other. Following a good start, rising 5% to mid February, the S&P 500 fell 34% between February[...]
There is so much to worry about – a second wave of COVID, US Presidential elections, ongoing global trade tensions, large government deficits, and high[...]
Our firm’s name comes from the famous gate in Bristol, England where many explorers set out to establish new trade routes. The gyrations of the[...]
Firm Update We usually save the firm update for last in our quarterly commentaries but given the severity of what we are all experiencing as[...]
2019 marked a number of milestones for Bristol Gate. Our US Equity Strategy celebrated its 10-year anniversary in May, our firm AUM surpassed the US$1[...]

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