Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 122.2%, outperforming the market by 83.1%.


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: 9.1% TSX: 3.7%
Year To Date: 16.5% TSX: 14.6%
Beta: 0.83 Accuracy: 68.7%
Full Return History

Portfolio Holdings

Ticker Date Added Return
GSY 12/14/2018 65.30%
MG.B 4/8/2016 32.34%
MRU 1/11/2019 16.74%

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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%
** 63.47%
EQB 50.24%