Kingwest Avenue Portfolio

Concentrated portfolio of quality North American businesses

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 May 31, 2025

       
Start Date Fund Start Date Number of Holdings Total AUM
June 30, 1995 April 30, 2024 29 $190.5m
       
Avg Market Cap Minimum Investment Distribution Frequency Category
$39B $5,000 Annually Diversified Canadian Equity

Holdings

Top 10 positions
As of May 31, 2025

Company Portfolio %
Kingwest US Equity 46.2
Toronto Dominion Bank 4.7
TMX Group 4.6
Brookfield Corp 4.2
GFL Environmental 3.3
Empire Co 3.1
Colliers International 2.9
Sun Life Financial 2.7
EQB Inc 2.4
Royal Bank of Canada 2.3
Total 76.4

Documents

If you'd like to know more please contact funds@kingwest.com.