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 | 104.6205 | -0.52% | +29.89% |
| U.S. Equity Advisor Fund Series F $CAD | 84.8538 | -0.49% | +29.60% |
| U.S. Equity Advisor Fund Series A* $CAD | 84.6843 | -0.49% | +29.32% |
| S&P 500 Index $CAD | 10,536.65 | -0.38% | +12.30% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.8230 | -0.62% | +29.03% |
| U.S. Equity Advisor Fund Series F $USD | 61.4795 | -0.59% | +28.72% |
| U.S. Equity Advisor Fund Series A* $USD | 61.3738 | -0.59% | +28.46% |
| S&P 500 Index $USD | 7,636.36 | -0.48% | +11.55% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 36.1977 | -1.53% | +14.77% |
| Canadian Equity Fund Series N | 34.6658 | -1.53% | +14.49% |
| Canadian Equity Fund Series A1 | 37.0040 | -1.53% | +14.57% |
| S&P/TSX Composite Index2 | 35,906.56 | -0.60% | +13.22% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.6418 | -0.55% | +15.43% |
| Balanced Fund Series A | 12.4890 | -0.56% | +14.56% |
| Benchmark1 | 117.6695 | -0.30% | +9.17% |
| 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. | |||