Invest

INVEST WITH DONVILLE KENT

We have two vehicles with which to invest in the DKAM Capital Ideas strategy, a Limited Partnership for non registered accounts or a Trust version for registered accounts. Investment in either option is only available to accredited investors or licensed discretionary portfolio managers.

The Fact Sheet

FAQ

Have Questions?

Dominika Wisniowski

Vice President, Corporate Development
dominika@donvillekent.com
416-364-8505 x 200

Series consolidation

A NOTE ON TAXATION

We offer a series consolidation accounting methodology where new investors are not penalized for income or capital gains which have been accrued in previous months. For instance, an investor who enters into the fund in November does not receive taxable income that resulted from trading in the ten previous months. 

Additionally, if an investor makes several purchases within a year, the investor would have multiple series of the fund within their account. At the end of the year, if the fund has passed its high watermark, the various series are consolidated into one single series as a new reporting taxation year begins. 

We too are invested alongside our clients and believe that taxation is one of the most important considerations.

Get In Touch

Contact Form

200 Bay Street, suite 3120

Toronto, ON, M5J 2J3

416-364-8505

info@donvillekent.com