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||-5.7%||2.9%||-7.6%||-18.2%||16.9%||10.9%||101.0%|
|AlphaNorth Partners Fund F||-0.9%||-5.6%||24.1%||-8.2%||25.3%||16.7%||184.1%|
|AlphaNorth Growth Fund||-7.7%||-13.9%||-14.8%||-25.5%||-25.0%||-58.8%|
|AlphaNorth Resource Fund||-4.1%||20.3%||14.4%||-6.7%||-9.9%|
|S&P/TSX Venture Index||-2.6%||7.5%||9.2%||-20.3%||-3.2%||-13.8%||-63.4%|
|S&P/TSX Total Return Index||1.4%||15.5%||26.5%||9.0%||10.4%||4.7%||36.5%|
* As at June 30th, 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.
Interview with AlphaNorth
Timing is Everything: Medical Marajuana & Growth in China. Interview with SmallCapPower.com.
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