Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 297.5%, outperforming the market by 236.7%.


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: 12.0% TSX: 4.0%
Year To Date: -7.8% TSX: -10.6%
Beta: 0.07 Accuracy: 64.9%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MRU 5/29/2020 18.51%
RCH 4/29/2022 8.20%
SU 8/19/2022 6.42%

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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%