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 | 105.3912 | +1.21% | +30.85% |
| U.S. Equity Advisor Fund Series F $CAD | 85.4425 | +1.20% | +30.50% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.2753 | +1.20% | +30.22% |
| S&P 500 Index $CAD | 10,682.54 | -0.01% | +13.86% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 76.1497 | +0.83% | +29.58% |
| U.S. Equity Advisor Fund Series F $USD | 61.7182 | +0.83% | +29.22% |
| U.S. Equity Advisor Fund Series A* $USD | 61.6146 | +0.83% | +28.96% |
| S&P 500 Index $USD | 7,718.60 | -0.38% | +12.75% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.1500 | +1.18% | +17.79% |
| Canadian Equity Fund Series N | 35.5794 | +1.18% | +17.50% |
| Canadian Equity Fund Series A1 | 37.9792 | +1.18% | +17.58% |
| S&P/TSX Composite Index2 | 36,513.80 | -0.33% | +15.14% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.7542 | +0.74% | +16.46% |
| Balanced Fund Series A | 12.6018 | +0.74% | +15.60% |
| Benchmark1 | 118.7998 | -0.07% | +10.22% |
| 1Blended benchmark 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. Internally constructed, re-balanced daily. | |||