Kingwest & Company

Head office:

Toronto, ON

Assets managed:

$1.7 billion approx (as of Jun 30, 2022)

Head office:

Toronto, ON

Assets managed:

$1.7 billion approx (as of Jun 30, 2022)

Company profile

Kingwest & Company is a seasoned Canadian investment manager. The firm began as a division of the Bank of Nova Scotia in the 1970's and was purchased by its partners in 1982. It remains 100% independent and employee-owned.

Investment approach

The value approach underlies all investments at Kingwest & Company. Companies whose shares are selling substantially below what Kingwest perceives to be the economic value of their business are bought, and these businesses are held until their full value is reflected in the share price. The framework used to assess value in all of the investments is called Economic Value Added (EVA).

Funds managed

Lead managers

Richard Fogler

Managing Director, Chief Investment Officer and Portfolio Manager

A founding partner in Kingwest, Richard is responsible for developing, implementing and guiding the overall investment strategy for the firm's investment portfolios.

Tim Regan

Managing Director and Portfolio Manager

Tim oversees all fixed income investment strategies, chairs the Portfolio Management Committee and guides the overall risk management for the firm. He is also responsible for leading Kingwest's client service, marketing and sales initiatives for private clients, broker/dealer partners and institutional clients.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and/or Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Kingwest & Company