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 January 31, 2025
| Start Date | Fund Start Date | Number of Holdings | Total AUM |
| June 30, 1995 | April 30, 2024 | 30 | $160m |
| Avg Market Cap | Minimum Investment | Distribution Frequency | Category |
| $39B | $5,000 | Annually | Diversified Canadian Equity |
Holdings
Top 10 positions
As of January 31, 2025
| Company | Portfolio % |
| Kingwest US Equity | 49.9 |
| Brookfield Corp | 4.5 |
| Toronto Dominion Bank | 4.0 |
| TMX Group | 3.6 |
| CI Financial Corp | 3.5 |
| Colliers International | 3.5 |
| GFL Environmental | 2.9 |
| EQB Inc | 2.7 |
| Sun Life Financial | 2.5 |
| Empire Co | 2.4 |
| Total | 77.5 |