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 | 103.5106 | -1.97% | +28.52% |
| U.S. Equity Advisor Fund Series F $CAD | 84.0347 | -1.80% | +28.35% |
| U.S. Equity Advisor Fund Series A* $CAD | 83.8633 | -1.80% | +28.07% |
| S&P 500 Index $CAD | 10,598.63 | -0.17% | +12.96% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| U.S. Equity Fund $USD | 74.4199 | -2.27% | +26.64% |
| U.S. Equity Advisor Fund Series F $USD | 60.4001 | -2.10% | +26.46% |
| U.S. Equity Advisor Fund Series A* $USD | 60.2937 | -2.11% | +26.20% |
| S&P 500 Index $USD | 7,619.98 | -0.48% | +11.31% |
| *Formerly Series D | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Canadian Equity Fund Series F | 36.2998 | +0.68% | +15.10% |
| Canadian Equity Fund Series N | 34.7622 | +0.68% | +14.80% |
| Canadian Equity Fund Series A1 | 37.1068 | +0.68% | +14.88% |
| S&P/TSX Composite Index2 | 35,702.53 | +0.01% | +12.58% |
| 1Formerly Series D | |||
| 2Source: TSX © Copyright 2026 TSX Inc. All rights reserved. | |||
| Current Value | Daily Change | YTD Change | |
|---|---|---|---|
| Balanced Fund Series F | 12.5956 | -0.60% | +15.01% |
| Balanced Fund Series A | 12.4416 | -0.61% | +14.13% |
| Benchmark1 | 117.8217 | -0.06% | +9.32% |
| 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. | |||