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 | 110.6434 | +1.09% | +37.37% |
| U.S. Equity Advisor Fund Series F $CAD | 89.7948 | +1.08% | +37.14% |
| U.S. Equity Advisor Fund Series A* $CAD | 89.5987 | +1.08% | +36.82% |
| S&P 500 Index $CAD | 11,001.79 | +0.76% | +17.26% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 77.6663 | +1.07% | +32.16% |
| U.S. Equity Advisor Fund Series F $USD | 63.0135 | +1.06% | +31.93% |
| U.S. Equity Advisor Fund Series A* $USD | 62.8934 | +1.05% | +31.64% |
| S&P 500 Index $USD | 7,722.72 | +0.73% | +12.81% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.5649 | +0.68% | +19.11% |
| Canadian Equity Fund Series N | 35.9677 | +0.68% | +18.78% |
| Canadian Equity Fund Series A1 | 38.3950 | +0.68% | +18.87% |
| S&P/TSX Composite Index2 | 35,502.65 | +0.99% | +11.95% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 13.0390 | +0.65% | +19.06% |
| Balanced Fund Series A | 12.8730 | +0.64% | +18.09% |
| Benchmark1 | 119.7382 | +0.55% | +11.09% |
| 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. | |||