Founded in 2007, AlphaNorth Asset Management is a Toronto based investment manager. The firm combines both bottom-up fundamental analysis and top-down strategy with technical analysis in the selection of investments offering the best risk/reward opportunities.
|Fund||Month||YTD||1 yr||3 yr||5 yr||Since inception||Cumulative|
|AlphaNorth Partners Fund A||18.0%||18.0%||-14.4%||-7.9%||33.4%||14.3%||130.6%|
|AlphaNorth Partners Fund F||5.0%||5.0%||17.3%||2.3%||42.1%||20.2%||216.0%|
|AlphaNorth Growth Fund||11.0%||11.0%||-19.0%||-21.7%||-46.9%|
|AlphaNorth Resource Fund||3.2%||3.2%||-22.7%||-22.7%||-22.7%|
|S&P/TSX Venture Index||2.1%||2.1%||-22.1%||-25.2%||1.5%||-16.1%||-65.2%|
|S&P/TSX Total Return Index||0.8%||0.8%||10.5%||3.3%||12.8%||2.8%||20.2%|
* As at January 31st, 2014 net of all fees. Performance subsequent to 2012 is unaudited. Past returns are not indicative of future performance. Inception date for AlphaNorth Partners Fund Class A shares is December 2007. Annual data for 2007 is for a partial year. For AlphaNorth Partners Fund Class F, returns on or prior to Reorganization May 31, 2013 include Class A performance, as Class F was created by transferring existing investors from Class A at that date. Classes F and G are the only classes currently open to new investment. Inception date for AlphaNorth Growth fund Series A shares is July 2011.
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