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 | 106.3943 | +0.78% | +32.10% |
| U.S. Equity Advisor Fund Series F $CAD | 86.3392 | +0.78% | +31.87% |
| U.S. Equity Advisor Fund Series A* $CAD | 86.1369 | +0.78% | +31.54% |
| S&P 500 Index $CAD | 10,904.25 | +0.60% | +16.22% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.6877 | +0.76% | +28.80% |
| U.S. Equity Advisor Fund Series F $USD | 61.4031 | +0.76% | +28.56% |
| U.S. Equity Advisor Fund Series A* $USD | 61.2764 | +0.76% | +28.25% |
| S&P 500 Index $USD | 7,757.17 | +0.58% | +13.32% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.8847 | +0.82% | +20.12% |
| Canadian Equity Fund Series N | 36.2683 | +0.82% | +19.78% |
| Canadian Equity Fund Series A1 | 38.7159 | +0.82% | +19.87% |
| S&P/TSX Composite Index2 | 36,324.99 | +0.60% | +14.54% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8286 | +0.53% | +17.14% |
| Balanced Fund Series A | 12.6585 | +0.53% | +16.12% |
| Benchmark1 | 119.9479 | +0.40% | +11.29% |
| 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. | |||