Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 139.1%, outperforming the market by 90.3%.


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: 9.6% TSX: 4.3%
Year To Date: -0.7% TSX: 2.9%
Beta: 0.83 Accuracy: 70.4%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MG.B 4/8/2016 39.67%
NA 1/11/2019 24.02%
PWF 6/28/2019 17.40%

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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%
** 63.47%