Bristol Gate US Equity Strategy
Overview
Objective
Description
The Bristol Gate US Equity Strategy invests in a concentrated portfolio of publicly traded U.S. equity securities that pay a dividend, with a focus on companies with the highest predicted dividend growth over the next 12 months.
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Concentrated, high-conviction portfolio: Maintains a 22-position portfolio of the highest predicted dividend growers within the S&P 500® universe, rebalanced to an equally weighted model generally on a quarterly basis.
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Data science integrated with fundamental analysis: Uses proprietary machine learning techniques to predict dividend growth, combined with fundamental analysis to inform portfolio construction and security selection.
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Systematic, disciplined investment process: Aims to reduce risk and improve returns while avoiding emotional bias, with truly active management and high Active Share.
Firm Overview
Bristol Gate Capital Partners Inc. is an independent, employee-owned investment manager based in Toronto, Ontario that uses data science in combination with fundamental analysis to manage concentrated high dividend growth portfolios for advisors, family offices and institutions.
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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.