KingwestFunds

We see opportunity where others see complexity. Kingwest funds are for clients who want focused and patient investing that’s not closet indexed, but truly differentiated.

Our approach creates tangible benefits for your clients.

Better access matters. You have direct access to portfolio managers. When you call, you speak with the people managing your clients’ capital.

Stability matters. We are an independent investment firm founded in 1982 with one of the longest continuous track records of any mutual fund.

Lower taxes matter. Low turnover means compelling tax benefits.

Deep knowledge matters. We own 25 companies we know intimately, not a broad list we know superficially. Clients value risk reduction.

We own what your clients own. Same risk. Same reward.

Sean Hayes | +1-(416) 927-7740 | funds@kingwest.com

Kingwest Avenue Portfolio (North American Equity)

The Kingwest North American Equity Portfolio invests in durable franchises mispriced by complexity. We manage a high-conviction portfolio of approximately 50 Canadian and US businesses, 2% initial position size, held 5+ years. We take the time to distinguish temporary complexity from permanent impairment. We initiate positions when the business trades at a substantial discount to what we believe it’s worth and hold until full value is reflected in the market

Fund Profile Sheet

Kingwest Canadian Equity Portfolio

The Kingwest Canadian Equity Portfolio invests in durable franchises mispriced by complexity. We manage a concentrated portfolio of approximately 25 Canadian businesses, 4% initial position size, held 5+ years. We take the time to distinguish temporary complexity from permanent impairment. We initiate positions when the business trades at a substantial discount to what we believe it’s worth and hold until full value is reflected in the market.

Fund Profile Sheet

Kingwest US Equity Portfolio

The Kingwest Canadian Equity Portfolio invests in durable franchises mispriced by complexity. We manage a concentrated portfolio of approximately 25 Canadian businesses, 4% initial position size, held 5+ years. We take the time to distinguish temporary complexity from permanent impairment. We initiate positions when the business trades at a substantial discount to what we believe it’s worth and hold until full value is reflected in the market.

Fund Profile Sheet