North Growth specializes in equity investment in the U.S. and Canada. Achieving superior long-term equity fund performance for our investors is our goal.

Investing Directly with us

Individuals, holding companies, foundations, and trusts and estates who qualify for an exemption from the prospectus requirements contained in nationally applicable securities legislation (e.g. NI 45-106 Accredited Investor) and reside in the provinces of British Columbia, Alberta, Manitoba, Ontario, Quebec or New Brunswick are welcome to invest directly with us. Canadian residents outside of these provinces can purchase through a discount broker or their trusted investment advisor.

We offer regular investment accounts, as well as registered accounts such as RRSPs, RRIFs, and TFSAs.

The minimum initial investment is $150,000. Subsequent purchases can be made at a minimum of $10,000.

Our portfolio managers are available to meet with you in person or by phone to discuss our funds and answer your questions.

You will maintain control over all of your investment decisions and any changes to your account holdings will require your authorization.

Please contact us directly at 604-688-5440 or by email.

The settlement cycles in the Canadian and U.S. securities industries are being shortened from trade date plus two business days to trade date plus one business day (“T+1”), effective Monday, May 27, 2024 for Canadian markets and Tuesday, May 28, 2024 for U.S. markets.

Accordingly, the settlement cycles for the respective North Growth Funds will also change to T+1 as of those dates.

To accommodate these shorter settlement cycles, the cut-off time for same-day transactions in the North Growth Funds made directly with us is adjusted from one hour to two hours (three hours for Money Market Fund redemptions) before the applicable market closes, normally 2pm Eastern Time / 11am Pacific Time. Orders received after the applicable cut-off time will be processed on the next business day.

Investing through a discount broker or investment advisor

If you already have an established relationship with an investment advisor, or have a discount brokerage account and would like to include our funds in your portfolio, the North Growth U.S. Equity Advisor Fund and the Canadian Equity Fund Series’┬áD and F are available to residents of each of the provinces and territories of Canada.

The minimum investment per fund is $500.

For more information please visit Advisors.

Low fees

Regardless of how you invest with us, we have, and have always had, some of the lowest fees in the industry.