Bristol Gate
Strategy Performance

Bristol Gate Investment Strategies


General Disclosures – Bristol Gate US Equity Strategy

Gross returns (GIPS) in this website refer to the Bristol Gate US Equity Strategy Composite. No allowance has been made for custodial costs, taxes, operating costs or management and performance fees, which will reduce performance. Past performance is not indicative of future results.

The S&P 500 Total Return Index measures the performance of the broad US equity market, including dividend re-investment, in US dollars. This index is provided for information only and comparisons to each index has limitations. SPDR S&P 500 ETF Trust (SPY US) has been used as a proxy for the S&P 500® for the purpose of providing non-return based portfolio statistics and sector weightings in this presentation.

This website is for information purposes and should not be construed under any circumstances as a public offering of securities in any jurisdiction in which an offer or solicitation is not authorized. Prospective investors in Bristol Gate’s managed funds should rely solely on the fund’s offering documents, which outline the risk factors associated with a decision to invest. No representations or warranties of any kind are intended or should be inferred with respect to the economic return or the tax implications of any investment in a Bristol Gate fund.

Contact us at: Bristol Gate Capital Partners 45 St. Clair Ave. W., Suite 601 Toronto ON M4V 1K9 416 921 7076




Report to Investors 1st Quarter 2024

Performance Summary During the quarter, both the US Equity Strategy and Canadian Equity Strategy underperformed their respective benchmarks net of fees. Both the strategies also [...]

Evaluating a Firm’s AI Capabilities: A Practical Guide for Investors

At Bristol Gate, we are committed to integrating leading-edge technology across our firm. Since the beginning, we have believed in using data management techniques to [...]

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