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




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 [...]

Academic Research

Income Growth, Total Return, and Their Double Exponential Interaction Download PDF

Report to Investors 1st Quarter 2023

Performance Summary During the quarter, both the US and Canadian Equity Strategies continued to outpace their respective benchmarks in terms of dividend growth. From a [...]

Bristol Gate Capital Partners Inc. Announces Final Annual Reinvested Distributions for Bristol Gate ETFs

FOR IMMEDIATE RELEASE TORONTO, January 19, 2023 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate Capital Partners” or the “firm”) today announced the final [...]


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