A Short History of North Growth Management

Rudy North co-founded Phillips, Hager & North in 1964 and for over 30 years played a central role in developing it into one of Canada’s leading independent firms.

Following his retirement from PH&N, Rudy established North Growth Management Ltd. in 1998 to ensure his own money would continue to be managed according to the “Growth at a Reasonable Price” philosophy he had honed throughout his career. Rudy also sought to develop a young team of managers to carry this investing approach forward.

In mid-1998, Rudy’s son, Rory North, joined North Growth management and in 1999, assumed day-to-day control of North Growth’s operations as Lead Portfolio Manager, and subsequently also as President and CEO. Rory is supported by two senior portfolio managers: Erica Lau , who joined Rudy in 1997 while he was still at PH&N; and Cynthia Yen, who joined North Growth in 2003. Alex Joshi, our research analyst rounds out our portfolio management team.