Our Approach

Our approach starts with bottom-up, proprietary, company-specific research – a process that is both proven and repeatable. Based on decades of experience, we have the ability to uncover hidden gems in the marketplace and the keen insight to rightly identify pockets of inefficiency. Our methodology has greater depth than traditional value investing, and as our track record attests, it provides the dual attributes of being both inherently safe – and of providing the opportunity for growth.

For specifics on our unique approach to value investing, please click here.

Investing Guidelines

• We invest where we have a distinctive capability and advantage
• We acquire assets selling under realistic value to maximize long-term, risk-adjusted return on capital
• We seek investments with sustainable cash flows to provide certainty, thereby reducing risk
• We encourage calculated risks, but balance returns with risk
• We recognize that superior returns often require thinking contra the crowd

Measuring Our Firm’s Success

• We measure long-term success by performance results, not asset size
• We sacrifice short-term profit, if necessary, to achieve long-term capital appreciation

Business Philosophy

1. ­We build Kingwest – and our relationships – on a foundation of honesty and integrity to enhance our reputation
2. We attract high-caliber professionals to grow with us over the long term
3. We think and act like owners in all our decisions
4. We invest alongside our clients so that our personal and professional interests are aligned
5. We maintain an open exchange of information and strategies with clients and employees

We’re Aligned with Our Investors

We invest our own money alongside our clients.  What’s more, we don’t undertake investments other than those offered to clients. This ensures that our personal, professional and financial success aligns with you… a testament to the importance we place on transparency and accountability.

We currently manage in excess of $1 billion for many of Canada's wealthy families – and have an exceptional long-term performance record in each of our various portfolios.