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 | 104.7304 | -1.30% | +30.03% |
| U.S. Equity Advisor Fund Series F $CAD | 84.9956 | -1.28% | +29.81% |
| U.S. Equity Advisor Fund Series A* $CAD | 84.7880 | -1.28% | +29.48% |
| S&P 500 Index $CAD | 10,541.37 | -0.38% | +12.35% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 74.9252 | -1.42% | +27.50% |
| U.S. Equity Advisor Fund Series F $USD | 60.7892 | -1.41% | +27.28% |
| U.S. Equity Advisor Fund Series A* $USD | 60.6577 | -1.41% | +26.96% |
| S&P 500 Index $USD | 7,541.40 | -0.51% | +10.17% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.7809 | +1.16% | +19.79% |
| Canadian Equity Fund Series N | 36.1652 | +1.15% | +19.44% |
| Canadian Equity Fund Series A1 | 38.6059 | +1.15% | +19.52% |
| S&P/TSX Composite Index2 | 35,801.09 | +0.51% | +12.89% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.7161 | -0.36% | +16.11% |
| Balanced Fund Series A | 12.5434 | -0.37% | +15.06% |
| Benchmark1 | 117.9493 | +0.02% | +9.43% |
| 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. | |||