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.

Fund Information KWC300

As of June 30, 2025

    
            Start Date
            Fund Start Date
            Number of Holdings
            Total AUM
        
            June 30, 1995
            April 30, 2024
            28
            $199.5m
        
            Avg Market Cap
            Minimum Investment
            Distribution Frequency
            Category
        
            $39B
            $5,000
            Annually
            Diversified Canadian Equity

Holdings

Top 10 positions
As of June 30, 2025

    
            Company
            Portfolio %
        
            Kingwest US Equity
            46.4
        
            Toronto Dominion Bank
            4.7
        
            TMX Group
            4.6
        
            Brookfield Corp
            4.2
        
            Empire Co
            3.1
        
            GFL Environmental
            3.1
        
            Colliers International
            2.9
        
            Sun Life Financial
            2.6
        
            EQB Inc
            2.5
        
            Royal Bank of Canada
            2.3
        
            Total
            76.4