Kingwest & Company
We see opportunity where others see complexity
Kingwest & Company was founded in 1982 to manage money the way we'd want our own managed. We're still doing it.
We see opportunity where others see complexity. A strategy that requires independent thinking, intimate knowledge of our investments, and the patience to hold while a business creates value. It has compounded returns for individuals, institutions, and the firm's partners for over four decades.
We own North American companies with defensible franchises that are temporarily misunderstood or out-of-favour with investors.
We own what you own. Same positions. Same risk. Same reward.
Assets Under Management
$1.4B
Established
1982
30 Years of Annual Excess Return*
+2.2%
*Kingwest Avenue Portfolio
What To Expect As Our Client
Our investment approach doesn’t change. How we work with you depends on who you are.
Our Team
Our team benefits from relationships and pattern recognition developed over four decades. Anthony Visano co-manages the funds with founder Richard Fogler, continuing an approach refined over decades for the next generation of clients.
How We Invest
We buy defensible franchises at half our estimate of their value, or less. We hold until the market agrees.
