Bristol Gate Capital Partners

Mike Capombassis serves as Chief Investment Officer and co-founder, leading portfolio management alongside President and CEO Richard Hamm. Both were involved in designing and refining the firm's proprietary machine-learning model that drives stock selection. The investment committee is small and directly tied to the founders, maintaining continuity of the dividend-growth philosophy.

The firm runs a proprietary predictive algorithm that forecasts 12-month dividend growth for US large-cap stocks. The model ranks candidates independently of sector or market-cap biases, and the portfolio holds the top-scoring 25 names at roughly equal weight. Rebalancing occurs on a disciplined schedule rather than in response to market calls.

Bristol Gate focuses exclusively on US large-cap dividend-growth equities. The firm does not offer fixed-income, private-market, or multi-asset strategies. This singular focus is a deliberate structural choice — the founders argue that stretching beyond their quantitative equity expertise would dilute the edge their predictive model provides.

Yes. The firm manages separate accounts and pooled funds for Canadian pension plans, endowments, foundations, family offices, and accredited individual investors. The firm's client base remains predominantly Canadian, though the underlying portfolio is entirely composed of US-listed securities.

The firm explicitly avoids sector mandates. The machine-learning model selects stocks purely on dividend-growth predictability, meaning sector weights are an output of the process rather than a risk constraint. This can lead to concentrated sector tilts that differ materially from benchmark weightings.