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||4.3%||7.3%||-6.3%||-15.1%||15.9%||11.4%||109.7%|
|AlphaNorth Partners Fund F||13.6%||7.2%||34.6%||-2.0%||26.3%||18.7%||222.6%|
|AlphaNorth Growth Fund||1.3%||-12.7%||-18.0%||-24.5%||-24.1%||-58.2%|
|AlphaNorth Resource Fund||16.2%||39.7%||15.5%||3.1%||4.7%|
|S&P/TSX Venture Index||2.2%||9.9%||9.0%||-17.3%||-2.7%||-13.4%||-62.6%|
|S&P/TSX Total Return Index||2.1%||16.9%||27.1%||10.2%||10.7%||5.0%||39.3%|
* As at August 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.
Interview with AlphaNorth
Timing is Everything: Medical Marajuana & Growth in China. Interview with SmallCapPower.com.
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