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BUILDING PORTFOLIOS OF THE HIGHEST
PREDICTED DIVIDEND GROWERS

OUR PROCESS

Bristol Gate’s four-pillar process identifies and builds portfolios of the highest predicted dividend growers. The process leverages a combination of data science with fundamental analysis to help improve efficiencies, return profiles and minimize human bias.

First Pillar

Dividend Growth

In order to be considered for the portfolio, our machine learning model must predict that a company will be amongst the highest predicted dividend growers in the next 12 months.

Second Pillar

Business Quality

We perform rigorous Productive Capital Analysis™ on the top predicted dividend growers to evaluate the strength and quality of the business.

Third Pillar

Valuation

To ensure that we pay a reasonable price for quality and the dividend growth, we determine the fair value for each company under consideration.

Fourth Pillar

Portfolio Fit

In the final stages of constructing the portfolio, correlation and principal component analysis together are used to evaluate whether the portfolio is adequately diversified with an appropriate amount of risk exposure.

Bristol Gate integrates ESG into its investment process.

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 [...]

LET’S STAY IN TOUCH

Learn about News, Events and how we are using Data Science to eliminate human bias.