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.
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 |