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In May 2024, Bristol Gate celebrated its 15-year anniversary of our US Equity Strategy. As we did when we reached our
ten-year anniversary, we thought it would be worth revisiting what has allowed us to succeed over that time, and why we
believe this approach will continue to offer opportunities for many years to come.

Our approach is one of high conviction: We build concentrated portfolios of 22 stocks. Our conviction is based on
evidence: history tells us that investing in the highest dividend growers results in attractive long-term results.
Concentration ensures a certain standard must be met before we consider investing our clients’ and our own capital.

 

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This content is for informational purposes only and is not intended to be investment advice or a recommendation to take any particular investment action. This content is also not intended to reflect a current or past recommendation, investment advice of any kind, or a solicitation of an offer to buy or sell any security or investment services in any jurisdiction. This content does not contain sufficient information to support an investment decision. Potential investors should consider their own circumstances and assess the legal, regulatory and tax implications before making an investment decision. All investments are subject to risk, including the possible loss of principal. Past performance does not guarantee future results.