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 | 103.5941 | -0.98% | +28.62% |
| U.S. Equity Advisor Fund Series F $CAD | 84.1041 | -0.88% | +28.45% |
| U.S. Equity Advisor Fund Series A* $CAD | 83.9353 | -0.88% | +28.18% |
| S&P 500 Index $CAD | 10,493.25 | -0.41% | +11.84% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 74.9487 | -1.15% | +27.54% |
| U.S. Equity Advisor Fund Series F $USD | 60.8305 | -1.06% | +27.36% |
| U.S. Equity Advisor Fund Series A* $USD | 60.7254 | -1.06% | +27.10% |
| S&P 500 Index $USD | 7,591.70 | -0.58% | +10.90% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 36.0621 | -0.37% | +14.34% |
| Canadian Equity Fund Series N | 34.5356 | -0.38% | +14.06% |
| Canadian Equity Fund Series A1 | 36.8650 | -0.38% | +14.13% |
| S&P/TSX Composite Index2 | 35,506.28 | -1.11% | +11.96% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.5813 | -0.48% | +14.88% |
| Balanced Fund Series A | 12.4288 | -0.48% | +14.01% |
| Benchmark1 | 117.1672 | -0.43% | +8.71% |
| 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. | |||