We founded Kingwest & Company in 1982 to manage money the way we'd want our own managed. That principle extends to your clients' capital.
We own what your clients own. Virtually all our liquid wealth is invested in the same positions. Same risk. Same reward.
Kingwest funds are for clients who want focused, patient investing that is truly differentiated, not closet indexed.
We run concentrated portfolios of approximately 25 companies we know intimately, not a broad list we know superficially. Deep knowledge reduces risk. We buy defensible franchises whose value is obscured, at half the business value or less. We bought GE Aerospace at half its value ahead of the restructuring. We're up 230%.
Your clients' portfolios won't look like an index. That's by design. Our approach demands independent research, deep conviction, and the willingness to stand apart.
Low turnover creates tangible tax benefits for taxable accounts. Patient investing isn't a slogan. It shows up in after-tax returns.
When you call, you speak with the portfolio managers making every investment decision. No layers. No intermediaries. We're available to meet with you and your clients directly.
Our reporting is clear and candid. We explain what we own, why we own it, and how our thinking is evolving. It gives you everything you need to have confident conversations with your clients. We report quarterly, frequent enough to keep you informed without pulling attention towards recent events.
We've been independent since 1982, one of the longest continuous track records of any Canadian mutual fund, and we're structured to remain that way for decades, not quarters.
Our strategy is available through three portfolios: Kingwest Canadian Equity, Kingwest US Equity, and Kingwest Avenue, our North American mandate.
If you’d like to explore whether we’re the right fit for your clients, we’d welcome a conversation.
Sean Hayes | +1-(416) 927-7740 | funds@kingwest.com
