North Growth Management LTD.
North Growth Management Ltd. is a boutique investment management firm headquartered in Vancouver, British Columbia, Canada. Founded in 1998, the firm specializes in actively managed U.S. and Canadian equity portfolios. North Growth employs approximately 10-20 professionals and primarily serves institutional and retail investors seeking exposure to equities through its long-standing, disciplined approach. The firm emphasizes performance, risk management, and responsible investment practices.
Investment Strategy
North Growth Management Ltd. utilizes an active, bottom-up stock selection approach with a fundamental focus on 'Growth at a Reasonable Price' (GARP). The firm seeks long-term capital appreciation by investing in a diversified portfolio of U.S. and Canadian equities, emphasizing companies with sustainable growth prospects at attractive valuations. They aim to achieve superior risk-adjusted returns and avoid concentrated sector bets by managing portfolios with discipline and transparency across market cycles.
Latest 13F Filing Activity
North Growth Management LTD. filed their most recent 13F report on Sep 30, 2025 disclosing 45 equity positions with a total 13F market value of $574M. The fund increased holdings in Ciena, Autozone, Lumentum among other positions. North Growth Management LTD. reduced exposure to Brinker International, Jabil, Qualcomm among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CIEN | CIENA | 8.24% | $47.3M | 325,000 | $31.22 | $145.67 | +$14.3M |
J JBL | JABIL | 7.63% | $43.8M | 202,000 | $33.22 | $217.17 | -$1.7M |
A AMAT | APPLIED MATERIALS | 5.15% | $29.6M | 144,000 | $53.82 | $204.74 | +$3.0M |
L LITE | LUMENTUM | 4.32% | $24.8M | 152,000 | $79.53 | $162.71 | +$4.2M |
M MSI | MOTOROLA SOLUTIONS | 3.80% | $21.8M | 48,000 | $128.48 | $457.29 | +$1.6M |