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 March 31, 2025

       
Start Date Fund Start Date Number of Holdings Total AUM
June 30, 1995 April 30, 2024 29 $186.9m
       
Avg Market Cap Minimum Investment Distribution Frequency Category
$39B $5,000 Annually Diversified Canadian Equity

Holdings

Top 10 positions
As of March 31, 2025

Company Portfolio %
Kingwest US Equity 47.8
TMX GroupBrookfield Corp 4.4
Toronto Dominion Bank 4.3
Brookfield Corp 4.0
GFL Environmental 3.4
Colliers International 3.1
Empire Co 2.9
EQB Inc 2.6
Sun Life Financial 2.5
Royal Bank of Canada 2.2
Total 77.5

Documents

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