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Product Overview

The Bristol Gate US Equity strategy is a 22-holding portfolio of the highest predicted dividend growth companies in the S&P 500 at the highest quality.

The investment process combines fundamental analysis with data science to identify companies with the highest predicted dividend growth over the next 12 months.

Bristol Gate uses machine learning and other data science techniques in constructing portfolios aimed at reducing risk and improving returns while avoiding emotional bias in the investment process.

Product Material

Fact Sheet

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.