Kingwest Funds
Concentrated portfolios of quality businesses
On May 1, 2024 Kingwest & Company launched the Series F units of the Kingwest Avenue Portfolio, Kingwest Canadian Equity Portfolio, Kingwest U.S. Equity Portfolio via a prospectus offering.
Advisors can now offer the 40+ years of Kingwest & Company’s patient, sensible investment management process to their clients.
The funds aim to provide long-term capital appreciation by investing in businesses run by intelligent management teams that are focused on growing shareholder value. Fundamental research drives the Investment Team to acquire meaningful ownership positions in these companies only at prices below their assessed value.
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The investment objective of the Kingwest Avenue Portfolio is to provide investors with superior returns through investing in undervalued companies of all market capitalizations that are publicly traded on major North American markets.
| Total Return % | 1 Year | 3 Year | 5 Year | 10 Year | 15 Year | Since Inception Jun 30, 1995 |
|---|---|---|---|---|---|---|
| Kingwest Avenue | 18.88 | 11.04 | 14.52 | 8.06 | 9.69 | 10.07 |
| Quartile Rank | 1 | 2 | 2 | 2 | 2 | — |
| # of Invest. in Cat. | 488 | 477 | 464 | 330 | 171 | |
| Data from Morningstar as of the latest month end | ||||||
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The investment objective of the Kingwest Canadian Equity Portfolio is to provide investors with superior returns through investing in undervalued companies of all market capitalizations that are publicly traded on major Canadian markets.
| Total Return % | 1 Year | 3 Year | 5 Year | 10 Year | 15 Year | Since Inception Sep 30, 2005 |
|---|---|---|---|---|---|---|
| Kingwest Canadian | 23.51 | 6.23 | 13.59 | 8.34 | 8.73 | 7.36 |
| Quartile Rank | 1 | 4 | 3 | 2 | 1 | — |
| # of Invest. in Cat. | 613 | 577 | 490 | 325 | 201 | — |
| Data from Morningstar as of the latest month end | ||||||
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The investment objective of the Kingwest US Equity Portfolio is to provide investors with superior returns through investing in undervalued companies of all market capitalizations that are publicly traded on major US markets.
| Total Return % | 1 Year | 3 Year | 5 Year | 10 Year | 15 Year | Since Inception May 31, 2001 |
|---|---|---|---|---|---|---|
| Kingwest US | 13.74 | 16.42 | 14.67 | 7.70 | 11.10 | 6.23 |
| Quartile Rank | 2 | 2 | 1 | 4 | 4 | — |
| # of Invest. in Cat. | 1,145 | 1,033 | 897 | 556 | 261 | |
| Data from Morningstar as of the latest month end | ||||||