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 | 111.2141 | +1.08% | +38.08% |
| U.S. Equity Advisor Fund Series F $CAD | 90.2566 | +1.09% | +37.85% |
| U.S. Equity Advisor Fund Series A* $CAD | 90.0544 | +1.09% | +37.52% |
| S&P 500 Index $CAD | 11,147.85 | +0.81% | +18.82% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 77.9301 | +0.86% | +32.61% |
| U.S. Equity Advisor Fund Series F $USD | 63.2266 | +0.87% | +32.38% |
| U.S. Equity Advisor Fund Series A* $USD | 63.1025 | +0.87% | +32.07% |
| S&P 500 Index $USD | 7,811.54 | +0.59% | +14.11% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.5393 | +1.86% | +19.03% |
| Canadian Equity Fund Series N | 35.9411 | +1.86% | +18.70% |
| Canadian Equity Fund Series A1 | 38.3666 | +1.86% | +18.78% |
| S&P/TSX Composite Index2 | 35,664.62 | +1.48% | +12.46% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 13.0662 | +0.90% | +19.31% |
| Balanced Fund Series A | 12.8974 | +0.89% | +18.31% |
| Benchmark1 | 120.5680 | +0.68% | +11.86% |
| 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. | |||