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 | 106.1056 | -2.80% | +31.74% |
| U.S. Equity Advisor Fund Series F $CAD | 86.0987 | -2.79% | +31.50% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.8906 | -2.79% | +31.16% |
| S&P 500 Index $CAD | 10,581.78 | -1.99% | +12.78% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 76.0068 | -2.62% | +29.34% |
| U.S. Equity Advisor Fund Series F $USD | 61.6576 | -2.61% | +29.09% |
| U.S. Equity Advisor Fund Series A* $USD | 61.5257 | -2.61% | +28.77% |
| S&P 500 Index $USD | 7,580.07 | -1.82% | +10.73% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.3488 | -3.29% | +18.42% |
| Canadian Equity Fund Series N | 35.7524 | -3.30% | +18.07% |
| Canadian Equity Fund Series A1 | 38.1652 | -3.30% | +18.16% |
| S&P/TSX Composite Index2 | 35,620.03 | -1.74% | +12.32% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.7622 | -1.95% | +16.53% |
| Balanced Fund Series A | 12.5899 | -1.95% | +15.49% |
| Benchmark1 | 117.9218 | -1.24% | +9.41% |
| 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. | |||