We’re happy to be 2.3% ahead of the S&P 500 Year To Date, but we’re surprised by the surge in a small number of tech stocks. Nevertheless, our portfolio characteristics prove that our holdings have higher quality and more resilience. Download Full Report.
News & Results
We’re ahead of the S&P 500 Year To Date which is remarkable because we don’t own the hot mega-cap tech stocks that are driving the market. Download Full Report.
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Bristol Gate’s Co-Founder and Chief Investment Officer, Peter Simmie was recently featured in Kellogg’s Start Me Up publication. Read full article.
The Strategy continued to outperform the S&P 500 during the quarter despite market volatility. Download Full Report »
During turbulent markets in August, the S&P 500 lost ground for the year. In our Special Report to Investors we describe our strategy’s upside & downside resilience through the market volatility. Download Full Report
Bristol Gate Capital Partners is pleased to announce the appointment of Lowell M. Kamin as Managing Director. With over 25 years of experience in capital markets Lowell’s extensive experience in strategic business development will provide an important resource for our rapidly growing firm.
The S&P 500 is virtually unchanged through the first six months of 2015 wrestling as it has with myriad issues including tepid US economic performance and unsettled conditions abroad. Download Full Report.