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 | 105.1621 | -0.22% | +30.57% |
| U.S. Equity Advisor Fund Series F $CAD | 85.2675 | -0.20% | +30.23% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.0979 | -0.21% | +29.95% |
| S&P 500 Index $CAD | 10,577.18 | -0.99% | +12.73% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 76.2928 | +0.19% | +29.83% |
| U.S. Equity Advisor Fund Series F $USD | 61.8420 | +0.20% | +29.48% |
| U.S. Equity Advisor Fund Series A* $USD | 61.7362 | +0.20% | +29.22% |
| S&P 500 Index $USD | 7,673.52 | -0.58% | +12.10% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 36.7608 | -1.05% | +16.56% |
| Canadian Equity Fund Series N | 35.2054 | -1.05% | +16.27% |
| Canadian Equity Fund Series A1 | 37.5800 | -1.05% | +16.35% |
| S&P/TSX Composite Index2 | 36,123.05 | -1.07% | +13.91% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.7123 | -0.33% | +16.08% |
| Balanced Fund Series A | 12.5590 | -0.34% | +15.21% |
| Benchmark1 | 118.0205 | -0.66% | +9.50% |
| 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. | |||