What To Expect As Our Client
You work directly with the people making investment decisions. You hold the same positions we hold because all our liquid assets are invested in these same portfolios. We provide complete transparency on every holding and its investment thesis. We have followed this approach consistently since 1982.
Who We Are
Kingwest has one of the longest continuous track records in the industry. Richard Fogler has managed the strategy since 1982. Anthony Visano came aboard as co-manager in 2020 to keep it going for another four decades.
How We Invest
We see opportunity where others see complexity. We hold for years, not quarters, until our investment thesis plays out.