Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 104.7%, outperforming the market by 73.5%.

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: 9.7% TSX: 3.6%
Year To Date: -4.8% TSX: -4.5%
Beta: 0.81 Accuracy: 68.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
ATD.B 8/1/2014 74.04%
GSY 9/23/2016 50.64%
MG 4/8/2016 45.39%

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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%