KAI Asset Management Inc.

KAI Asset Management is pleased to share the addition of an industrial powerhouse to the portfolio. Learn more here:https://kaiasset.com/wp-content/uploads/2026-04-KAM-Bulletin-Schneider-Electric.pdf

At KAI Asset Management we know it is completely normal for markets to advance and retract along the way. When the news cycle is dominated by escalating conflicts and economic uncertainty, the natural human instinct is to pull back and sell everything. However, reacting to that fear is historically the most damaging thing an investor can do.

Learn more in our latest commentary:https://kaiasset.com/wp-content/uploads/2026-Q1-KAI-Asset-Management-KCEP-Commentary.pdf

Our latest Company Spotlight highlights Verisk Analytics, Inc.

Verisk is a mission-critical data and analytics provider to the U.S. Property & Casualty (P&C) insurance industry. Its services underpin underwriting, pricing, regulatory filings, and claims analytics.

We invite you to read our Company Spotlight, where we outline why Verisk fits within our disciplined, long-term investment approach.
https://kaiasset.com/wp-content/uploads/2025-Q4-KAI-Asset-Management-Spotlight.pdf

At KAI Asset Management, we have observed a widening gap between the share prices of several premier businesses and their underlying operational success. History demonstrates that while stock prices can drift away from real business outcomes in the short term, they eventually follow the trajectory of earnings and cash flow. We believe our portfolio is strategically positioned to benefit as the market adjusts and recognizes the durable quality of companies throughout our portfolio.

Learn more in our latest commentary:https://kaiasset.com/wp-content/uploads/2025-Q4-KAI-Asset-Management-KCEP-Commentary.pdf

KAI Properties Inc. (KPI) was formed to provide exposure to commercial real estate for client portfolios at KAI Asset Management Inc.

KPI is pleased to announce the acquisition of Silver Heights, two modern multi-family buildings in Winnipeg’s St. James neighbourhood. The addition brings 73 contemporary residential units with strong local amenities and tenant-focused features, supporting the long-term stability of our real estate portfolio.

Learn more here:https://kaiasset.com/wp-content/uploads/KAI-Asset-Bulletin-Silver-Heights.pdf

At KAI Asset Management, we continue to emphasize ownership in financial institutions that combine scale, capital strength, and diversified earnings power.
Our bank holdings of JPMorgan Chase, Royal Bank of Canada, and National Bank of Canada represent premier franchises within the North American banking system. Our analysis points to each institution demonstrating a proven ability to adapt through changing rate environments and deliver consistent and high ROE through diversified income streams.
Learn more in our Q3 Spotlight:https://kaiasset.com/wp-content/uploads/2025-Q3-KAI-Asset-Management-Spotlight.pdf

Diversification is essential… but only to a point. At KAI Asset Management, we believe that high-conviction portfolios thoughtfully diversified across sectors and asset classes offer stronger long-term risk management than broad, diluted exposure.

Learn more in our Q3 commentary:https://kaiasset.com/wp-content/uploads/2025-Q3-KAI-Asset-Management-KCEP-Commentary.pdf

🎉 Celebrating 10 Years of KAI Asset Management 🎉

This month marks a major milestone for KAI Asset Management — our 10-year anniversary in business.

A decade ago, we set out with a clear mission: to provide disciplined, client-centric portfolio management rooted in integrity, transparency, and long-term thinking. While markets have evolved, our commitment to capital preservation and sustainable growth has remained constant.

We’re proud of what we've built, grateful for the trust of our clients and business partners, and energized for the future ahead. Here's to the next 10.