Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 327.7%, outperforming the market by 255.0%.


This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.

Annual Return: 12.5% TSX: 4.5%
Year To Date: -0.8% TSX: -4.0%
Beta: 0.07 Accuracy: 66.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MRU 5/29/2020 34.55%
FTT 9/16/2022 24.04%
SU 8/19/2022 11.77%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
** 171.44%
GSY 115.49%
MRU 110.88%
CM 93.96%
GSY 87.28%