North Growth Management is a Vancouver-based boutique investment firm specializing in U.S. and Canadian equities. We manage our Funds based on active, bottom-up stock selection according to our long-established Growth at a Reasonable Price philosophy.
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $CAD | 102.5111 | +1.52% | +27.27% |
| U.S. Equity Advisor Fund Series F $CAD | 83.2136 | +1.49% | +27.09% |
| U.S. Equity Advisor Fund Series A* $CAD | 83.0076 | +1.49% | +26.76% |
| S&P 500 Index $CAD | 10,410.96 | +1.20% | +10.96% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 72.6360 | +0.62% | +23.60% |
| U.S. Equity Advisor Fund Series F $USD | 58.9454 | +0.60% | +23.41% |
| U.S. Equity Advisor Fund Series A* $USD | 58.8159 | +0.60% | +23.10% |
| S&P 500 Index $USD | 7,376.86 | +0.31% | +7.76% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 38.1689 | +0.75% | +21.02% |
| Canadian Equity Fund Series N | 36.5354 | +0.75% | +20.66% |
| Canadian Equity Fund Series A1 | 39.0010 | +0.75% | +20.75% |
| S&P/TSX Composite Index2 | 35,789.09 | +0.52% | +12.85% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.6274 | +0.73% | +15.30% |
| Balanced Fund Series A | 12.4545 | +0.73% | +14.25% |
| Benchmark1 | 117.3361 | +0.62% | +8.87% |
| 1The custom blended benchmark is composed of 40% S&P 500 Index, 20% S&P/TSX Composite Index (Source: TSX © Copyright 2026 TSX Inc. All rights reserved.) and 40% 90-Day Government of Canada Treasury Bill yields that have been annualized and converted to a daily return, and is rebalanced daily. | |||