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 | 104.7180 | +0.73% | +30.02% |
| U.S. Equity Advisor Fund Series F $CAD | 85.0133 | +0.72% | +29.84% |
| U.S. Equity Advisor Fund Series A* $CAD | 84.8379 | +0.72% | +29.55% |
| S&P 500 Index $CAD | 10,683.70 | +1.44% | +13.87% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 74.8627 | +0.43% | +27.39% |
| U.S. Equity Advisor Fund Series F $USD | 60.7584 | +0.43% | +27.21% |
| U.S. Equity Advisor Fund Series A* $USD | 60.6500 | +0.43% | +26.94% |
| S&P 500 Index $USD | 7,637.76 | +1.14% | +11.57% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 36.3299 | +0.91% | +15.19% |
| Canadian Equity Fund Series N | 34.7902 | +0.91% | +14.90% |
| Canadian Equity Fund Series A1 | 37.1367 | +0.91% | +14.98% |
| S&P/TSX Composite Index2 | 35,874.26 | +1.08% | +13.12% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.6525 | +0.46% | +15.53% |
| Balanced Fund Series A | 12.4968 | +0.46% | +14.64% |
| Benchmark1 | 118.3594 | +0.60% | +9.81% |
| 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. | |||