Kingwest U.S. and Canadian  Equity Strategy fact sheet for the third quarter ended September 30, 2016.

Kingwest U.S. Equity: Q3 2016

Investment Objective

The investment objective of the Kingwest U.S. Equity strategy is to provide investors with superior returns through investing in undervalued companies of all market capitalizations that are publicly traded on major U.S. markets.

Kingwest U.S. Equity

See the full PDF below.

Kingwest Canadian Equity: Q3 2016

Investment Objective

The investment objective of the Kingwest Canadian Equity strategy is to provide investors with superior returns through investing in undervalued companies of all market capitalizations that are publicly traded on major Canadian markets.

Kingwest Canadian Equity

See the full PDF below.

About Kingwest

Kingwest has been investing capital in Canadian and US securities markets through 7 market cycles with one consistent investment process and we have been earning returns well above what the market indices have delivered over a comparable time frame.

We manage approximately $1.2 billion on behalf of institutional and high net worth clients around the world, investing in equities and fixed income.

Kingwest has developed under stable employee ownership since 1982. Long-term thinking drives our approach to investing, building client relationships and growing our business.

Investment Process

We invest in businesses we understand that have a high probability of increasing in price for reasons not related to the movement of share prices in general, but related to company specific developments.

We take positions contrary to conventional wisdom. We seek out the evidence needed to give us the comfort that our point of view is correct.

We always do our homework. Excellent performance can only be achieved through deep knowledge of the companies in which we invest.

Investing is about the long-term. According to McKinsey & Company, the average holding period for an investment manager today is 10 months. Kingwest’s average holding period is 4 years. This patient approach allows us to take advantage of opportunities that short-term focused investors overlook.

Above all, we avert risk with informed common sense and have been investing for over 30 years with one strategy.