Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 160.0%, outperforming the market by 115.2%.


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: 3.7%
Year To Date: 8.0% TSX: 0.2%
Beta: 0.91 Accuracy: 67.3%
Full Return History

Portfolio Holdings

Ticker Date Added Return
WPRT 11/13/2020 39.47%
WJX 10/16/2020 24.60%
HSE 7/24/2020 15.55%

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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
ATD.A 171.44%
GSY 115.49%
MRU 110.88%
GSY 87.28%
GSY 79.57%