Report to Investors 2nd Quarter 2020


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 market over the past several quarters have given us some sense of what it must have felt like crossing [...]

Report to Investors 2nd Quarter 20202020-07-17T14:57:33-04:00

Report to Investors 1st Quarter 2020


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 a result of the coronavirus, we wanted to provide this quarter’s addition upfront. We take the health and [...]

Report to Investors 1st Quarter 20202020-04-16T15:02:09-04:00

Annual Letter to Investors – 2019


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 billion mark and both our US and Canadian Equity Strategies received Morningstar’s 5 Star rating. It was also a [...]

Annual Letter to Investors – 20192020-03-11T20:58:43-04:00

Looking Back & Looking Ahead


We are pleased to provide you with our year-end letter: a summary of the past year, a review of why we believe our firm has an enduring competitive advantage, and an update on our business and plans for the coming year. For 2018, our [...]

Looking Back & Looking Ahead2020-02-24T13:42:50-05:00

BG Manager Call – October 2018


The Bristol Gate US Equity strategy was recently added to a Canadian Broker-Dealer’s Preferred Manager SMA program. It is a portfolio of the highest dividend growth stocks in the S&P500 derived by leveraging our propriety Machine Learning model to predict dividend growth looking forward [...]

BG Manager Call – October 20182020-03-12T18:14:31-04:00