Kingwest U.S. Equity Portfolio

Concentrated portfolio of quality US businesses

The investment objective of the Kingwest U.S. 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 Information KWC306

As of March 31, 2025

       
Start Date Fund Start Date Number of Holdings Total AUM
September 30, 1992 April 30, 2024 26 $154.4m
       
Avg Market Cap Minimum Investment Distribution Frequency Category
$75B $5,000 Annually US Equity

Holdings

Top 10 positions
As of March 31, 2025

Company Portfolio %
T-Mobile 7.5
Fiserv 6.9
Cigna Corp 6.6
Meta Platforms 6.4
JPMorgan Chase 6.0
Citigroup Inc 5.5
KKR 5.3
Allegion PLC 4.9
Alphabet 4.7
Blackstone 4.3
Total 55.4

Documents

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