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 | 107.3039 | -0.72% | +33.23% |
| U.S. Equity Advisor Fund Series F $CAD | 87.1109 | -0.71% | +33.05% |
| U.S. Equity Advisor Fund Series A* $CAD | 86.9222 | -0.71% | +32.74% |
| S&P 500 Index $CAD | 10,888.14 | +0.04% | +16.05% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.4068 | -1.01% | +28.32% |
| U.S. Equity Advisor Fund Series F $USD | 61.1988 | -1.00% | +28.13% |
| U.S. Equity Advisor Fund Series A* $USD | 61.0833 | -1.00% | +27.85% |
| S&P 500 Index $USD | 7,651.54 | -0.25% | +11.77% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.2372 | -0.20% | +18.07% |
| Canadian Equity Fund Series N | 35.6553 | -0.20% | +17.75% |
| Canadian Equity Fund Series A1 | 38.0602 | -0.20% | +17.83% |
| S&P/TSX Composite Index2 | 35,235.87 | -0.63% | +11.11% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8396 | -0.35% | +17.24% |
| Balanced Fund Series A | 12.6772 | -0.35% | +16.29% |
| Benchmark1 | 118.8787 | -0.12% | +10.30% |
| 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. | |||