Kingwest Canadian Equity Portfolio
Concentrated portfolio of quality Canadian businesses
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 Information KWC304
As of September 30, 2024
| Start Date | Fund Start Date | Number of Holdings | Total AUM |
| September 30, 1992 | April 30, 2024 | 31 | $200m |
| Avg Market Cap | Minimum Investment | Distribution Frequency | Category |
| $11B | $20,000 | Annually | Canadian Equity |
Holdings
Top 10 positions
As of September 30, 2024
| Company | Portfolio % |
| Toronto-Dominion Bank | 8.6 |
| Brookfield Corp | 7.7 |
| Colliers International | 7.3 |
| TMX Group Ltd | 7.1 |
| EQB Inc | 5.5 |
| GFL Environmental Inc | 5.3 |
| Empire Co | 4.9 |
| Sun Life Financial | 4.9 |
| Royal Bank of Canada | 4.6 |
| CI Financial | 4.3 |
| Total | 60.2 |