Investor Summary

Bristol Gate Capital Partners Inc. is an independent, employee-owned investment management company founded in 2006 and based in Toronto, Ontario. The firm manages approximately $2.8 billion in AUM/AUA across US and Canadian equity strategies. Under current CIO Izet Elmazi's leadership since 2020, the firm has continued the dividend growth investment approach established by founding CIO Peter Simmie, who achieved a 10-year alpha of 3.5% during his tenure. The U.S. Equity Strategy launched May 15, 2009, and has earned Morningstar's five-star rating for 10-year performance.

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Fund Strategy

Bristol Gate's aim is to deliver more income for client portfolios than received the previous year. The firm believes that predicting the best dividend growers for the coming 12 months will outperform the market with less downside risk over time. The strategy combines proprietary machine learning with fundamental analysis to identify companies with the highest predicted dividend growth over the next 12 months, focusing on growing dividend income rather than maximizing current yields through concentrated portfolios of 20-30 stocks.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
13.9% 3.9% 8.7%
2025 2024
8.7% 9.1%