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 | 107.1540 | +1.25% | +33.04% |
| U.S. Equity Advisor Fund Series F $CAD | 86.9479 | +1.25% | +32.80% |
| U.S. Equity Advisor Fund Series A* $CAD | 86.7401 | +1.25% | +32.46% |
| S&P 500 Index $CAD | 10,840.99 | +0.69% | +15.55% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 76.3314 | +1.16% | +29.89% |
| U.S. Equity Advisor Fund Series F $USD | 61.9197 | +1.15% | +29.64% |
| U.S. Equity Advisor Fund Series A* $USD | 61.7890 | +1.15% | +29.33% |
| S&P 500 Index $USD | 7,722.60 | +0.60% | +12.81% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 38.2205 | +0.92% | +21.19% |
| Canadian Equity Fund Series N | 36.5880 | +0.92% | +20.83% |
| Canadian Equity Fund Series A1 | 39.0572 | +0.92% | +20.92% |
| S&P/TSX Composite Index2 | 36,171.49 | +0.63% | +14.06% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8866 | +0.75% | +17.67% |
| Balanced Fund Series A | 12.7138 | +0.74% | +16.63% |
| Benchmark1 | 119.5510 | +0.44% | +10.92% |
| 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. | |||