Silver Heights was founded in 2006 by lifelong friends Kevin Kuebler and Ming Lam, who brought extensive experience in investment management and finance from their careers at well-established Bay Street firms.
Ming Lam, a co-founder of Silver Heights, has dedicated his entire professional career to investment management. He discovered his passion for investing while attending university and managing his portfolio. Ming's formal investing career began at O'Donnell Investment Management as an analyst. After the company was sold, he joined Burgundy Asset Management, where he helped manage approximately half of the firm's assets. Before founding Silver Heights, Ming was the lead manager at Manitou Investment Management. He is a CFA charterholder and holds a Bachelor of Commerce (Honours) from the University of Manitoba and an MBA from Queen's University.
Kevin Kuebler, also a co-founder of Silver Heights, has spent his professional career studying and evaluating businesses. He has held positions as a lender at the Business Development Bank of Canada, working with small private businesses, and as an investment banker at BMO Nesbitt Burns, dealing with large public companies. Before founding Silver Heights, Kevin chaired the Investment Committee at Manitou Investment Management. He is a CFA charterholder and holds a Bachelor of Commerce (Honours) with Distinction from the University of Manitoba.
Silver Heights Capital Management is a large advisory firm with 95 clients and discretionary assets under management (AUM) of $615.2 million as of March 28, 2024. Their Q1 2024 13F filing reported $253.2 million in managed securities, with a top 10 holdings concentration of 100%. The firm's largest holding is Iridium Communications Inc., with 3,481,487 shares.
