Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 97.7%, outperforming the market by 67.3%.

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: 10.0% TSX: 3.8%
Year To Date: 15.8% TSX: 0.7%
Beta: 0.80 Accuracy: 72.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ATD.B 8/1/2014 99.18%
LNR 4/11/2014 39.44%
GSY 9/23/2016 27.73%

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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
MRU 110.88%
** 63.47%
GIB.A 37.76%
** 35.87%
ATD.B 35.44%