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 | 105.6168 | +0.36% | +31.13% |
| U.S. Equity Advisor Fund Series F $CAD | 85.6982 | +0.34% | +30.89% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.4875 | +0.34% | +30.55% |
| S&P 500 Index $CAD | 10,734.08 | +1.34% | +14.41% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.6513 | +0.60% | +28.74% |
| U.S. Equity Advisor Fund Series F $USD | 61.3663 | +0.58% | +28.48% |
| U.S. Equity Advisor Fund Series A* $USD | 61.2326 | +0.58% | +28.16% |
| S&P 500 Index $USD | 7,688.62 | +1.58% | +12.32% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 38.9151 | +1.01% | +23.39% |
| Canadian Equity Fund Series N | 37.2503 | +1.01% | +23.02% |
| Canadian Equity Fund Series A1 | 39.7642 | +1.01% | +23.11% |
| S&P/TSX Composite Index2 | 36,341.40 | +2.28% | +14.60% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8372 | +0.29% | +17.22% |
| Balanced Fund Series A | 12.6621 | +0.28% | +16.15% |
| Benchmark1 | 119.2720 | +1.09% | +10.66% |
| 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. | |||