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 | 108.0892 | +1.02% | +34.20% |
| U.S. Equity Advisor Fund Series F $CAD | 87.7377 | +1.01% | +34.00% |
| U.S. Equity Advisor Fund Series A* $CAD | 87.5514 | +1.01% | +33.70% |
| S&P 500 Index $CAD | 10,953.05 | +0.57% | +16.74% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 76.4152 | +0.95% | +30.04% |
| U.S. Equity Advisor Fund Series F $USD | 62.0095 | +0.95% | +29.83% |
| U.S. Equity Advisor Fund Series A* $USD | 61.8951 | +0.95% | +29.55% |
| S&P 500 Index $USD | 7,743.41 | +0.51% | +13.12% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.0683 | +0.86% | +17.53% |
| Canadian Equity Fund Series N | 35.4951 | +0.86% | +17.22% |
| Canadian Equity Fund Series A1 | 37.8892 | +0.86% | +17.31% |
| S&P/TSX Composite Index2 | 35,800.89 | +0.26% | +12.89% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8670 | +0.57% | +17.49% |
| Balanced Fund Series A | 12.7060 | +0.57% | +16.55% |
| Benchmark1 | 119.5952 | +0.31% | +10.96% |
| 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. | |||