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 | 106.2641 | +3.66% | +31.93% |
| U.S. Equity Advisor Fund Series F $CAD | 86.2193 | +3.61% | +31.68% |
| U.S. Equity Advisor Fund Series A* $CAD | 86.0039 | +3.61% | +31.33% |
| S&P 500 Index $CAD | 10,662.78 | +2.42% | +13.65% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 75.2419 | +3.59% | +28.04% |
| U.S. Equity Advisor Fund Series F $USD | 61.0313 | +3.54% | +27.78% |
| U.S. Equity Advisor Fund Series A* $USD | 60.8958 | +3.54% | +27.46% |
| S&P 500 Index $USD | 7,549.94 | +2.35% | +10.29% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 39.1174 | +2.49% | +24.03% |
| Canadian Equity Fund Series N | 37.4424 | +2.48% | +23.66% |
| Canadian Equity Fund Series A1 | 39.9693 | +2.48% | +23.75% |
| S&P/TSX Composite Index2 | 36,446.26 | +1.84% | +14.93% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.8691 | +1.91% | +17.51% |
| Balanced Fund Series A | 12.6919 | +1.91% | +16.43% |
| Benchmark1 | 119.0288 | +1.44% | +10.44% |
| 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. | |||