Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 102.3%, outperforming the market by 71.4%.


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: 9.8% TSX: 3.6%
Year To Date: -5.9% TSX: -4.7%
Beta: 0.80 Accuracy: 71.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ATD.B 8/1/2014 107.41%
GSY 9/23/2016 47.10%
LNR 4/11/2014 32.63%

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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%
EQB 50.24%
GIB.A 37.76%
** 35.87%