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 March 31, 2025
| Start Date | Fund Start Date | Number of Holdings | Total AUM |
| September 30, 1992 | April 30, 2024 | 28 | $220.7m |
| Avg Market Cap | Minimum Investment | Distribution Frequency | Category |
| $11B | $5,000 | Annually | Canadian Equity |
Holdings
Top 10 positions
As of March 31, 2025
| Company | Portfolio % |
| TMX Group Ltd | 8.5 |
| Toronto-Dominion Bank | 8.3 |
| Brookfield Corp | 7.7 |
| GFL Environmental Inc | 6.5 |
| Colliers International | 5.9 |
| Empire Co | 5.5 |
| EQB Inc | 4.9 |
| Sun Life Financial | 4.9 |
| Royal Bank of Canada | 4.2 |
| Quebecor Inc | 3.5 |
| Total | 60.2 |