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 | 107.1307 | -0.47% | +33.01% |
| U.S. Equity Advisor Fund Series F $CAD | 86.9667 | -0.47% | +32.82% |
| U.S. Equity Advisor Fund Series A* $CAD | 86.7833 | -0.47% | +32.52% |
| S&P 500 Index $CAD | 10,862.42 | -0.53% | +15.77% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 76.0008 | -0.69% | +29.33% |
| U.S. Equity Advisor Fund Series F $USD | 61.6783 | -0.69% | +29.14% |
| U.S. Equity Advisor Fund Series A* $USD | 61.5654 | -0.70% | +28.86% |
| S&P 500 Index $USD | 7,706.03 | -0.75% | +12.57% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 37.0456 | -0.60% | +17.46% |
| Canadian Equity Fund Series N | 35.4738 | -0.60% | +17.15% |
| Canadian Equity Fund Series A1 | 37.8665 | -0.60% | +17.24% |
| S&P/TSX Composite Index2 | 35,751.43 | -1.61% | +12.74% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8221 | -0.31% | +17.08% |
| Balanced Fund Series A | 12.6623 | -0.31% | +16.15% |
| Benchmark1 | 119.1255 | -0.59% | +10.53% |
| 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. | |||