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Bristol Gate
Strategy Performance

Bristol Gate Investment Strategies

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General Disclosures

Please refer to each Factsheet for important disclaimers.

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. There is a risk of loss inherent in any investment; past performance is not indicative of future results. Prospective and existing investors in Bristol Gate’s pooled funds or ETF funds should refer to the fund’s offering documents which outline the risk factors associated with a decision to invest. Separately managed account clients should refer to disclosure documents provided which outline risks of investing. Pursuant to SEC regulations, a description of risks associated with Bristol Gate’s strategies is also contained in Bristol Gate’s Form ADV Part 2A located at www.bristolgate.com/regulatory-documents.

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

NEWS AND INSIGHTS

Equity Market Concentration & Prudent Risk Management  

“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 [...]

Report to Investors 2nd Quarter 2024

Performance Summary During the quarter, the US Equity Strategy underperformed the S&P 500 Index while the Canadian Equity strategy outperformed the S&P/TSX Composite. Both the [...]

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