Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 134.7%, outperforming the market by 91.9%.

Growth/Value
TSX

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: 9.6% TSX: 3.9%
Year To Date: 23.0% TSX: 17.7%
Beta: 0.83 Accuracy: 69.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MG.B 4/8/2016 39.67%
NA 1/11/2019 22.64%
MRU 1/11/2019 18.52%

Want to see all ten stock picks in this portfolio? Sign up today for a risk-free trial.

Sign Up Today

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
ATD.A 171.44%
GSY 115.49%
MRU 110.88%
GSY 87.28%
** 63.47%