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 | 103.9627 | +0.79% | +29.08% |
| U.S. Equity Advisor Fund Series F $CAD | 84.4026 | +0.79% | +28.91% |
| U.S. Equity Advisor Fund Series A* $CAD | 84.2291 | +0.79% | +28.62% |
| S&P 500 Index $CAD | 10,532.51 | +0.37% | +12.26% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 74.5412 | +0.57% | +26.85% |
| U.S. Equity Advisor Fund Series F $USD | 60.4993 | +0.57% | +26.67% |
| U.S. Equity Advisor Fund Series A* $USD | 60.3918 | +0.57% | +26.40% |
| S&P 500 Index $USD | 7,551.81 | -0.45% | +10.32% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 36.0020 | +0.18% | +14.15% |
| Canadian Equity Fund Series N | 34.4763 | +0.18% | +13.86% |
| Canadian Equity Fund Series A1 | 36.8017 | +0.18% | +13.94% |
| S&P/TSX Composite Index2 | 35,491.27 | -0.26% | +11.91% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.5941 | +0.35% | +15.00% |
| Balanced Fund Series A | 12.4395 | +0.35% | +14.11% |
| Benchmark1 | 117.6587 | +0.42% | +9.16% |
| 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. | |||