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||1.0%||-11.5%||-8.9%||8.7%||35.1%||15.4%||135.6%|
|AlphaNorth Partners Fund F||8.9%||6.0%||9.0%||15.4%||40.1%||18.9%||182.0%|
|AlphaNorth Growth Fund||0.2%||-21.4%||-25.3%||-24.8%||-48.6%|
|AlphaNorth Resource Fund||-5.4%||-23.6%||-23.6%|
|S&P/TSX Venture Index||1.9%||-21.5%||-27.1%||-21.1%||0.9%||-16.6%||-65.0%|
|S&P/TSX Total Return Index||4.7%||10.3%||11.0%||4.8%||9.7%||2.3%||16.4%|
* As at October 31st, 2013 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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