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Investment Commentary March 2015

Concerns regarding earnings, valuation and quixotically the timing and extent of Federal Reserve rate action all conspired to hold the S&P 500 in check for the first quarter. Overseas markets did better, especially in local currencies. Quantitative easing has gone global. Fixed income markets also outperformed reflecting the concerns about economic growth. The S&P 500 has been trading sideways now for four months, a mini correction in time and preferable to the alternative. US corporations continue to set records in their return of cash to shareholders by way of dividends and share repurchase.

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Welcome to Michael McNeil

Bristol Gate Capital Partners welcomes Michael McNeil, CPA, CGA, CAIA as our new Chief Operating Officer & Chief Compliance Officer.

Michael brings over 15 years of capital markets and investment industry experience to the role of Chief Operating Officer at Bristol Gate. Michael’s extensive background in strategic finance, risk management, accounting, compliance, and operations fits well with Bristol Gate’s plans for continued growth. In addition to his CPA/CGA,

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Investment Commentary December 2014

The past year has been one of achievement at Bristol Gate.

The US Equity Fund performed well in 2014, again besting the S&P 500 Total Return Index. The companies we own increased their dividends in 2014 by nearly 27% over 2013 levels, above our historical average of 18%, and continued to buy back substantial amounts of stock. Balance sheet metrics remain strong. Our assets under management grew from $56mm CAD dollars in assets at year-end 2013 to $240mm CAD dollars at December 31, 2014.

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Welcome to Mike Capombassis

Mike brings over 20 years of international experience in capital markets to Bristol Gate in the role of President. His extensive experience in strategic business development both in the US and internationally as well as his expertise in managing complex client issues will provide an important resource for our rapidly growing firm. Most recently Michael led the global equity sales function for the Canadian division of Bank of America Merrill Lynch with previous roles at Merrill Lynch in New York and RBC Capital Markets.

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