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 | 105.8307 | +1.52% | +31.40% |
| U.S. Equity Advisor Fund Series F $CAD | 85.8778 | +1.52% | +31.16% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.6730 | +1.51% | +30.83% |
| S&P 500 Index $CAD | 10,766.67 | +0.93% | +14.75% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.4586 | +1.29% | +28.41% |
| U.S. Equity Advisor Fund Series F $USD | 61.2144 | +1.28% | +28.17% |
| U.S. Equity Advisor Fund Series A* $USD | 61.0854 | +1.28% | +27.85% |
| S&P 500 Index $USD | 7,676.77 | +0.70% | +12.14% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.8712 | +0.73% | +20.08% |
| Canadian Equity Fund Series N | 36.2538 | +0.73% | +19.73% |
| Canadian Equity Fund Series A1 | 38.7005 | +0.73% | +19.82% |
| S&P/TSX Composite Index2 | 35,944.16 | +0.44% | +13.34% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.7911 | +0.80% | +16.80% |
| Balanced Fund Series A | 12.6198 | +0.79% | +15.76% |
| Benchmark1 | 119.0265 | +0.50% | +10.43% |
| 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. | |||