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 | 105.5924 | +1.93% | +31.10% |
| U.S. Equity Advisor Fund Series F $CAD | 85.5754 | +1.75% | +30.70% |
| U.S. Equity Advisor Fund Series A* $CAD | 85.4031 | +1.75% | +30.42% |
| S&P 500 Index $CAD | 10,617.17 | +1.18% | +13.16% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 76.1520 | +1.61% | +29.59% |
| U.S. Equity Advisor Fund Series F $USD | 61.6982 | +1.43% | +29.18% |
| U.S. Equity Advisor Fund Series A* $USD | 61.5912 | +1.43% | +28.91% |
| S&P 500 Index $USD | 7,656.98 | +0.86% | +11.85% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 36.0556 | -0.02% | +14.32% |
| Canadian Equity Fund Series N | 34.5291 | -0.02% | +14.03% |
| Canadian Equity Fund Series A1 | 36.8580 | -0.02% | +14.11% |
| S&P/TSX Composite Index2 | 35,697.49 | +0.54% | +12.57% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.6722 | +0.72% | +15.71% |
| Balanced Fund Series A | 12.5183 | +0.72% | +14.83% |
| Benchmark1 | 117.8973 | +0.62% | +9.39% |
| 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. | |||