Investment Strategies
Kingwest Avenue Portfolio »
Provides superior absolute returns by investing in undervalued companies of all market capitalizations that are publicly traded on major Canadian and U.S. markets.
Available in pooled form.
Minimum Investment: $1 million (pooled)
Kingwest High Income Portfolio »
Aimed at achieving a balance of current income, stability and long-term capital appreciation by investing primarily in a diversified portfolio of dividend-paying preferred and common shares, income trusts, royalty trusts, real estate investment trusts, convertible debentures and fixed-income securities.
Equities are selected for current yield and to provide capital appreciation along with a rising income stream as dividend yields increase.
We do not treat fixed income as a separate asset class, but rather, as part of an overall portfolio strategy. As such, the fixed-income component is included to provide current income, while helping to mitigate both interest-rate risk and equity volatility in the portfolio.
We actively change the asset mix based upon relative asset valuations. Our current target mix is 60% Equities, 40% Fixed-Income (30% short to mid-term preferred shares and 10% short to mid-term bonds).
Available in pooled form.
Minimum Investment: $1 million (pooled)
Kingwest U.S. Equity Portfolio »
Provides superior absolute returns by investing in undervalued companies of all market capitalizations that are publicly traded on major U.S. markets.
Available in pooled or segregated form.
Minimum Investment: $1 million (pooled); $3 million (segregated)
Kingwest Canadian Equity Portfolio »
Provides superior absolute returns by investing in undervalued companies that are publicly traded on major Canadian markets.
Available in pooled or segregated form.
Minimum Investment: $1 million (pooled); $3 million (segregated)
Kingwest Balanced Portfolio »
Provides investors with superior absolute returns by investing in undervalued companies of all market capitalizations that are publicly traded on major Canadian and U.S. markets.
We do not treat fixed income as a separate asset class, but rather, as part of an overall portfolio strategy. As such, the fixed-income component is included to provide current income, while helping to mitigate both interest-rate risk and equity volatility in the portfolio.
We actively change the asset mix based upon relative asset valuations. Our current target mix is 70% Equities, 30% Fixed Income.
Available in segregated form.
Minimum Investment: $3 million (segregated)
