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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.
To read more please click below: