At Kingwest, we have focused our long-term value added investment strategy for over four decades. Our active ownership style benefits from the experience, expertise and relationships built over decades.
We emphasize companies that are misunderstood or out-of-favour with investors. These companies have sound operational performance, but our in-depth research has identified room for substantial improvement and potential to add value not reflected in the stock price.
When we founded Kingwest, we saw a vacuum of ownership plaguing many North American listed companies. This vacuum of ownership has worsened since then due to an increase in short-term, computer-driven, and macro-focused investing, as well as the growing share of the market owned by passive investors with thousands of companies in their portfolios.
Our work is underpinned by a rigorous fundamental research process, including comprehensive operational, financial, and governance analysis. Diligence includes detailed business-by-business benchmarking against main peers.
We offer specialized portfolios in Canadian equities, US equities and North American equities. If you would like to learn more about how our focused style can help you, please contact Tim Regan at 416-927-7740 or tregan@kingwest.com.
