Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 385.7%, outperforming the market by 299.1%.


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: 12.2% TSX: 4.6%
Year To Date: 8.0% TSX: 5.0%
Beta: 0.07 Accuracy: 65.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
CNQ 3/31/2023 40.74%
SU 8/19/2022 26.14%
MRU 5/29/2020 21.73%

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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%