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 | 107.4452 | -1.87% | +33.40% |
| U.S. Equity Advisor Fund Series F $CAD | 87.1854 | -1.88% | +33.16% |
| U.S. Equity Advisor Fund Series A* $CAD | 86.9862 | -1.88% | +32.83% |
| S&P 500 Index $CAD | 11,009.52 | -0.82% | +17.34% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.3314 | -2.15% | +28.19% |
| U.S. Equity Advisor Fund Series F $USD | 61.1094 | -2.16% | +27.95% |
| U.S. Equity Advisor Fund Series A* $USD | 60.9868 | -2.16% | +27.65% |
| S&P 500 Index $USD | 7,718.94 | -1.11% | +12.76% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.2544 | -1.05% | +18.12% |
| Canadian Equity Fund Series N | 35.6668 | -1.05% | +17.79% |
| Canadian Equity Fund Series A1 | 38.0739 | -1.05% | +17.88% |
| S&P/TSX Composite Index2 | 35,584.46 | -1.11% | +12.21% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8360 | -1.09% | +17.21% |
| Balanced Fund Series A | 12.6683 | -1.09% | +16.21% |
| Benchmark1 | 119.8685 | -0.60% | +11.21% |
| 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. | |||