Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 98.1%, outperforming the market by 62.0%.


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: 7.0% TSX: 3.1%
Year To Date: -17.7% TSX: -5.8%
Beta: 0.90 Accuracy: 65.5%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MRU 5/29/2020 11.49%
GSY 6/26/2020 10.89%
QSR 5/29/2020 0.86%

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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%