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||1.4%||9.1%||1.9%||-16.3%||20.8%||12.0%||113.1%|
|AlphaNorth Partners Fund F||4.8%||-4.8%||36.4%||-7.6%||28.2%||17.1%||186.6%|
|AlphaNorth Growth Fund||-0.3%||-6.7%||-3.1%||-23.6%||-23.6%||-55.4%|
|AlphaNorth Resource Fund||8.2%||25.4%||37.8%||-4.3%||-6.1%|
|S&P/TSX Venture Index||4.5%||10.4%||16.7%||-18.6%||-1.2%||-13.7%||-62.4%|
|S&P/TSX Total Return Index||4.1%||12.9%||28.7%||7.6%||10.8%||4.6%||34.6%|
* 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.
2014/01/24 1st annual AlphaNorth Capital Conference
News items require Adobe Acrobat to be viewed. Download Adobe Acrobat