Insights and News
Bristol Gate & Wealth Brand Partners: Winning Market Leadership Webinar – July 17, 2025
August 6, 2025
https://vimeo.com/1102202241?share=copy#t=0 Wealth demographics are reshaping client needs and expectations – and advisors need to adapt! In this session, David Finley, Founding Partner and Chief Strategist[...]
https://vimeo.com/1107834128?share=copy#t=0 Bristol Gate Capital Partners CIO, Izet Elmazi, discusses Q2 results of the US Equity Strategy.
Re-evaluating Growth Equities
May 28, 2025
The 2000s is widely considered the lost decade where returns for the S&P 500 were 0%. Starting in January 2000 through the end of 2009,[...]
Bristol Gate Update | March 2025
March 6, 2025
https://vimeo.com/1062039618 Bristol Gate Capital Partners CIO, Izet Elmazi, discusses the current market environment and its impact on our portfolios.
Built Differently – Active Share & Active Weights
December 11, 2024
Much has been made about how the current market environment, characterized by a heightened focus on a select group of mega-cap stocks, has been a[...]
Threshold Rebalancing Process: Stella-Jones Case Study
September 20, 2024
We are dedicated to identifying high-quality businesses with high prospective dividend growth. We aim to build resilient portfolios, which can withstand market volatility and deliver[...]
Equity Market Concentration & Prudent Risk Management
July 24, 2024
“What’s past is prologue” - Shakespeare, The Tempest Prudent risk management demands that we try to be aware of as many possible risks that exist[...]
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[...]
Introduction to Bristol Gate and Our Investment Approach We are committed to a disciplined investment strategy that focuses on owning high dividend growth companies. Our[...]
Takes 2 minutes