The Kingwest Advantage

Outperformance Over the Long Term

Quite simply, value investing works. Over the past 18 years, Kingwest has consistently outperformed the market - by over 5% a year compounded on average - resulting in twice as much wealth for our clients over that time period. We have long-term clients because we have delivered long-term, absolute returns - not short-term, relative performance.

Risk Management

Risk management is the key to achieving consistent outperformance over that longer term. Our clients have experienced lower volatility - particularly during market declines - because at Kingwest, capital preservation is paramount.

Proven, Repeatable Process

Concentrating on “less efficient” markets, we identify businesses whose value is at least 40% greater than current share price. Exhaustive research-driven analysis ensures that we invest, never speculate, to determine intrinsic value and mitigate risk. While an underlying business may take 2-3 years to achieve our target return, we constantly reappraise value, given the dynamic nature of commerce.

It's Personal

At Kingwest, it’s personal.  We’ve been in the business of value investing for nearly 30 years. With over $1 billion under management, we’ve got the heft to offer diversity, sophisticated technology and broad research capabilities - and yet our firm is the perfect size to deliver accessible, customized personal service. We invest our own money alongside yours to ensure that our personal, professional and financial success aligns with you.