Performance

AlphaNorth Partners Fund Inc.

Monthly Returns (%)

AlphaNorth Partners Fund Performance Data
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YEAR
20077.47.4
2008(5.0)21.6(10.1)(5.6)8.119.2(20.7)0.7(29.1)(31.9)(4.9)0.7(53.3)
20099.0(3.5)4.021.29.014.111.59.019.11.24.13.7160.6
2010(8.5)1.714.06.4(1.6)(2.7)2.6(0.4)14.211.315.431.9113.6
20115.823.00.911.7(5.7)(5.7)1.0(6.5)(15.6)5.6(3.8)(2.9)2.4
Performance information subsequent to 2010 is unaudited. Returns are net of fees for Class A shares. Past returns are not indicative of future performance.

Returns Since Inception*

AnnualizedCumulative
AlphaNorth Partners Fund29.3%185.7%
S&P/TSX Venture Index(13.9%)(45.8%)
S&P/TSX Total Return Index(0.4%)(1.6%)
* as at December 31st, 2011. Inception December 1st, 2007.

Growth of Initial Investment ($100,000)


September 2010: Despite much caution and speculation by the pessimists in the media about a double dip recession as well as obscure fringe concepts such as Hindenburg omens and the media's predictions that the September/October timeframe was going to be a difficult period for equities, the US equity market, as measured by the S&P 500 index, had the best September return since 1939. This was the case despite the rants and words of caution by bearish commentators. Although some of these commentators successfully called the "meltdown in 2008", albeit with a long lead time, many have remained negative despite the fact that the equity market has now almost recovered its entire decline since the Lehman bankruptcy induced meltdown in the Fall of 2008. It is of little benefit to investors for commentators to correctly predict a decline but then fail to turn positive at any point of the subsequent rally which has seen equity returns of 74% for the S&P and 115% for the TSX Composite off of the bottom reached less than two years ago.

We reiterate our comment from previous commentaries that it is our belief that equities will continue to show surprising strength to many investors. It is interesting to note that very strong Septembers have been associated with excellent returns over the balance of the year. It is our prediction that this will likely be the case in 2010.

March 2009: "As we noted in our October 2008 commentary, 'the markets formed a classic panic low in October'. If it were not for tax loss selling issues, Canadian small cap stocks would likely have held their October lows, but as it turned out the final low was made on December 5th for the TSX Venture index. "
"…history has demonstrated once again, it is generally unwise to sell equities at times of extreme fear and panic."
"…when the pendulum swings the other way, significant gains can be quick and euphoric."
"We believe markets will continue to rally"
October 2008: "As we indicated in our last monthly commentary, we noted that a significant market low was near. It appears that this occurred in October as markets formed a classic panic low. This sets the stage for a return to fundamentals, normal levels of volatility and possibly, a significant rally."
Click here for more excerpts from past commentaries.