Growth/Value Investor

Based on the book by James OShaughnessy

Since 2010, this portfolio has returned 356.1%, outperforming the market by 272.9%.


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: 11.6% TSX: 4.5%
Year To Date: 1.4% TSX: 3.1%
Beta: 0.07 Accuracy: 65.6%
Full Return History

Portfolio Holdings

Ticker Date Added Return
MRU 5/29/2020 28.70%
CNQ 3/31/2023 26.41%
SU 8/19/2022 19.79%

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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
** 171.44%
GSY 115.49%
MRU 110.88%
CM 93.96%
GSY 87.28%