Kingwest Funds

Concentrated portfolios of quality businesses

On May 1, 2024 Kingwest & Company launched the Series F units of the Kingwest Avenue Portfolio, Kingwest Canadian Equity Portfolio, Kingwest U.S. Equity Portfolio via a prospectus offering.

Advisors can now offer the  40+ years  of Kingwest & Company’s patient, sensible investment management process to their clients.

The funds aim to provide long-term capital appreciation by investing in businesses run by intelligent management teams that are focused on growing shareholder value. Fundamental research drives the Investment Team to acquire meaningful ownership positions in these companies only at prices below their assessed value.

  • 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 Profile

    Documents

Total Return %1 Year3 Year 5 Year10 Year15 Year Since Inception
Jun 30, 1995
Kingwest Avenue21.9710.28 12.148.5310.12 10.24
Quartile Rank12 221
# of Invest. in Cat.487474 459323170
Data from Morningstar as of the latest month end
  • The investment objective of the Kingwest Canadian Equity Portfolio is to provide investors with superior returns through investing in undervalued companies of all market capitalizations that are publicly traded on major Canadian markets.

    Fund Profile

    Documents

Total Return %1 Year3 Year 5 Year10 Year15 Year Since Inception
Sep 30, 2005
Kingwest Canadian15.784.08 9.978.048.67 7.26
Quartile Rank44 421
# of Invest. in Cat.613567 474323202
Data from Morningstar as of the latest month end
  • The investment objective of the Kingwest US Equity Portfolio is to provide investors with superior returns through investing in undervalued companies of all market capitalizations that are publicly traded on major US markets.

    Fund Profile

    Documents

Total Return %1 Year3 Year 5 Year10 Year15 Year Since Inception
May 31, 2001
Kingwest US28.0717.06 15.228.9712.04 6.68
Quartile Rank11 243
# of Invest. in Cat.1,1661,019 898556266
Data from Morningstar as of the latest month end

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