Its #1 U.S. Equity Strategy Now Available in the U.S. Market
TORONTO, May 27, 2015 /CNW/ - Asset management firm Bristol Gate Capital Partners Inc. (BGC) announced today that it has been granted SEC registration to act as an Investment Adviser in the U.S. The Bristol Gate U.S. Equity Strategy has delivered the #1 US equity returns over the last 5 years according to the RBC Investor & Treasury Services Pooled Fund Survey.
The Bristol Gate US Equity Strategy has achieved compounded annualized gross return of 22% (21.3% net) and the firm's AUM is currently CAD558 million (USD468 million). The strategy harvests a concentrated long only portfolio of 22 stocks selected from the S&P 500 universe and invests in companies that deliver exceptional dividend growth.
The firm uses advanced data technologies to find potential stocks, productive capital analysis to confirm the fundamental value of each candidate and then invests its own capital to prove each product idea is sound before it accepts capital from outside investors. Its strength is in its commitment to its process of Tested, Tried and True.
"We are very pleased to be granted SEC registration and address the needs of U.S. investors seeking capital appreciation and income growth in their portfolios" said Mike Capombassis, BGC's President and Chief Risk Officer.
About Bristol Gate Capital Partners
Bristol Gate Capital Partners is an investment management firm headquartered in Toronto, Canada. It was founded by Canadian investment management veterans Richard Hamm and Peter Simmie in 2006. For more information please visit us at www.bristolgate.com.
Bristol Gate claims compliance with the Global Investment Performance Standards [GIPS®]. To receive a list of composite descriptions and/or a presentation that complies with the GIPS® standards, please contact us at [email protected]. Bristol Gate Capital Partners Inc. has been independently verified for the periods commencing May 2009 until December 2013 by Ashland Partners International Ltd.
The Bristol Gate US Equity Strategy Composite was formerly known as the Bristol Gate US Dividend Growth Composite until April 1, 2015. The Composite inception date was May 15, 2009. The Composite consists of equities of publically traded dividend paying US companies and is valued in US Dollars. There is the opportunity to use leverage up to 30% of the net asset value.
Annualized net returns represent model returns, which reflect actual gross returns adjusted for fees expected to be paid by institutional investors.
This document is for information purposes only and should not to be construed under any circumstances as a public offering to buy or sell securities in any jurisdiction in which an offer or solicitation is not authorized.
SOURCE Bristol Gates Capital
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