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 | 109.1603 | +0.95% | +35.53% |
| U.S. Equity Advisor Fund Series F $CAD | 88.5664 | +0.94% | +35.27% |
| U.S. Equity Advisor Fund Series A* $CAD | 88.3537 | +0.94% | +34.92% |
| S&P 500 Index $CAD | 10,796.97 | -0.67% | +15.08% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 78.0553 | +1.32% | +32.83% |
| U.S. Equity Advisor Fund Series F $USD | 63.3114 | +1.31% | +32.56% |
| U.S. Equity Advisor Fund Series A* $USD | 63.1769 | +1.31% | +32.23% |
| S&P 500 Index $USD | 7,720.39 | -0.30% | +12.78% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 38.6209 | +0.64% | +22.46% |
| Canadian Equity Fund Series N | 36.9707 | +0.64% | +22.10% |
| Canadian Equity Fund Series A1 | 39.4658 | +0.64% | +22.19% |
| S&P/TSX Composite Index2 | 36,249.03 | -0.04% | +14.30% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 13.0154 | +0.51% | +18.84% |
| Balanced Fund Series A | 12.8403 | +0.50% | +17.79% |
| Benchmark1 | 119.4074 | -0.29% | +10.79% |
| 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. | |||