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 February 28, 2025
| Start Date | Fund Start Date | Number of Holdings | Total AUM |
| September 30, 1992 | April 30, 2024 | 27 | $140m |
| Avg Market Cap | Minimum Investment | Distribution Frequency | Category |
| $75B | $5,000 | Annually | US Equity |
Holdings
Top 10 positions
As of February 28, 2025
| Company | Portfolio % |
| T-Mobile | 7.1 |
| Meta Platforms | 7.0 |
| Fiserv | 6.9 |
| JPMorgan Chase | 6.0 |
| KKR | 5.9 |
| Cigna Corp | 5.8 |
| Citigroup Inc | 5.8 |
| Alphabet | 4.9 |
| Blackstone | 4.7 |
| Allegion PLC | 4.5 |
| Total | 55.4 |