Formula Growth LTD
Formula Growth Limited is an independent investment firm founded in 1960 and headquartered in Montreal, Canada. The firm also maintains an office in New York, USA. Formula Growth is registered with both the AMF and SEC, and serves institutional and accredited investors through pooled investment vehicles and hedge funds. As of 2025, Formula Growth manages approximately $369 million in assets and employs around 15 to 16 people, with a significant portion focused on investment functions.
Investment Strategy
Formula Growth specializes in absolute return equity long/short strategies, aiming to achieve superior risk-adjusted returns. The firm focuses on thorough bottom-up research to identify long and short equity opportunities, operating primarily through pooled investment vehicles. The investment philosophy emphasizes flexibility and prudent risk management, with an emphasis on capital preservation and outperformance across market cycles.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SWIM | LATHAM GROUP INC | 3.18% | $8.4M | 1,318,033 | $3.70 | $6.38 | +$1.0M |
S SSYS | STRATASYS LTD | 2.82% | $7.5M | 650,000 | $8.61 | $11.47 | +$1.3M |
U UA | UNDER ARMOUR INC | 2.45% | $6.5M | 1,000,000 | $9.51 | $6.49 | +$540.0K |
J JHX | JAMES HARDIE INDS PLC | 2.24% | $5.9M | 220,140 | $26.89 | $26.89 | +$5.9M |
T TEAM | ATLASSIAN CORPORATION | 2.23% | $5.9M | 29,000 | $210.79 | $203.09 | +$690.5K |