Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 118.9%, outperforming the market by 79.1%.


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: 9.4% TSX: 3.9%
Year To Date: 14.7% TSX: 15.2%
Beta: 0.82 Accuracy: 69.8%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ATD.B 8/1/2014 166.24%
MG 4/8/2016 42.06%
GSY 12/14/2018 31.38%

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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
GSY 115.49%
MRU 110.88%
** 63.47%
EQB 50.24%
GIB.A 37.76%