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Bristol Gate Capital Partners Inc.
Tel: (416) 921 - 7076 ext 248
Types of Accounts Managed
- Private Individual / Investor
- Institutional Investor - Pension Plan
- Institutional Investor - Non-Profit
- Institutional Investor - Other
Provinces of Business
- British Columbia
- United States
* indicates a physical location in this province
Bristol Gate manages a US Equity Strategy and Canadian Equity strategy based upon its proprietary dividend growth estimation process. The concentrated portfolios have limited position changes and equal weights the stocks. The strategies are available in a pooled fund for accredited investors, through segregated accounts and several bank platforms in Canada and the United States and ETF funds introduced in 2018. Morningstar has awarded a 5-star rating to the US strategy, which has a nine-year track record.
Bristol Gate Capital Partners Inc. was founded in 2006 by Richard Hamm and Peter Simmie and is owned by the senior management of the company. It claims compliance with the GIPS® and its returns have been independently verified. AUA exceeds $1 billion.