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Bristol Gate
Strategy Performance

Bristol Gate Investment Strategies

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General Disclosures

Gross returns in the Factsheets refer to the Bristol Gate US Equity Strategy Composite and Canadian Equity Strategy Composite. No allowance has been made for custodial costs, taxes, operating costs, management and performance fees, which will reduce performance. Past performance is not indicative of future results. Allowance for withholding tax in the US strategy composite is partially reflected in the composite returns for periods commencing January 2017 and after. The Net returns for the Bristol Gate US Equity Strategy Composite and Canadian Equity Strategy Composite are reflective of the maximum management fee charged by Bristol Gate of 1% and 0.70%, respectively.

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. 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 info@bristolgate.com

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 [...]

Sustainable Dividend Growth and the Case of Algonquin Power

Though inflation and rising rates have dominated the headlines this year, it was not that long ago that investors were scrambling for income through a [...]

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

For Immediate Release TORONTO, November 23, 2022 /CNW/ – Bristol Gate Capital Partners Inc. (“Bristol Gate Capital Partners” or the “firm”) today announced the estimated [...]

Report to Investors 3rd Quarter 2022

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 [...]

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