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 | 100.9794 | -4.39% | +25.37% |
| U.S. Equity Advisor Fund Series F $CAD | 81.9894 | -4.33% | +25.22% |
| U.S. Equity Advisor Fund Series A* $CAD | 81.7870 | -4.33% | +24.89% |
| S&P 500 Index $CAD | 10,287.13 | -4.16% | +9.64% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 72.1849 | -4.58% | +22.84% |
| U.S. Equity Advisor Fund Series F $USD | 58.5930 | -4.52% | +22.68% |
| U.S. Equity Advisor Fund Series A* $USD | 58.4647 | -4.52% | +22.37% |
| S&P 500 Index $USD | 7,353.73 | -4.36% | +7.42% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.8842 | -2.65% | +20.12% |
| Canadian Equity Fund Series N | 36.2631 | -2.65% | +19.76% |
| Canadian Equity Fund Series A1 | 38.7104 | -2.65% | +19.85% |
| S&P/TSX Composite Index2 | 35,605.27 | -2.03% | +12.27% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.5354 | -2.35% | +14.46% |
| Balanced Fund Series A | 12.3641 | -2.35% | +13.42% |
| Benchmark1 | 116.6101 | -2.23% | +8.19% |
| 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. | |||