Richard Hamm

Bristol Gate aims to deliver more income for their client portfolios than they received the previous year. The firm specializes in income growth portfolios and has developed and managed strategies holding portfolios of US equities and, separately, Canadian equities. Their process leverages a combination of data science with fundamental analysis to help improve efficiencies, return profiles and minimize human bias.

Bluewater Investment Management employs a GARP investment approach that seeks to invest for the long-term in a small number of well-managed growth companies that can be purchased at a discount to their intrinsic value. The firm's valuation discipline is designed to add a strong element of capital preservation. Bluewater looks for companies with exceptional management teams and competitive advantages that will allow them to grow organically and at a rate faster than the economy. The firm tends to invest in companies with low financial capital requirements, high free cash flow, strong balance sheets and high returns on capital. They will sell an investment if they have lost their confidence in the company's management team, can no longer support their investment thesis, if there is a significant long-term negative change in the business or if the price has increased to a point where the business is overvalued by a large premium to the firm's assessment of fair value. When considering an investment, the firm builds detailed discounted cash flow models to assess the value of a business. This modeling process is based on an intensive review of the company's historical financials. Though not limited by sector, Bluewater tends to invest in the stocks of US and Canadian companies in the consumer services, commercial services and producer manufacturing sectors. The firm invests across all market-caps.

Provides brokerage services