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PortfolioVerus U.S. Focus Growth

Alpha

4.92%

Downside Capture

64.68%

Annualized Return

14.53%

Inception

02/01/1989

Investment Objective & Purpose

The Verus U.S. Focus Growth strategy seeks to achieve long-term growth by building a concentrated portfolio of outstanding businesses with competitive advantages and the potential for sustained superior growth.

Portfolio returns are generated through the compound earnings growth of a concentrated group of competitively advantaged companies owned for many years – Share prices follow earnings growth.

Portfolio Snapshot

Mandate NameVerus U.S. Focus Growth
Base CurrencyU.S. Dollar
Number of Holdings24
Broad Category GroupEquity
BenchmarkRussell 1000 Growth TR USD

Investment Growth of $100,000

Time Period: Since Common Inception 2/1/1989 to 9/30/2023


Trailing Returns (%)

Calculation Benchmark: Russell 1000 Growth TR USD

YTD1 Year3 Years5 Years10 YearsSince Common Inception
Verus US Focus Growth40.0540.052.9615.3214.6914.53
Russell 1000 Growth TR USD42.6842.688.8619.514.8611.11
S&P 500 TR USD26.2926.291015.6912.0310.57

Portfolio Statistics

Time Period:
Since Common Inception (2/1/1989 to 12/31/2023)


Calculation Benchmark:
Russell 1000 Growth TR USD


InvBmk1
Alpha4.920.00
Beta0.751.00
R261.63100.00
Std Dev15.3616.90
Up Capture Ratio87.98100.00
Down Capture Ratio64.68100.00
Sharpe Ratio0.790.57

Risk-Reward

Time Period:
Since Common Inception (2/1/1989 to 12/31/2023)


Calculation Benchmark:
Russell 1000 Growth TR USD

Are you interested in learning more about the Verus U.S. Focus Growth portfolio?

At Verus Financial, we understand that the world of investing is vast and complex, with endless opportunities in various asset classes. That’s why we focus on identifying and bringing together the most talented and unique investment managers, each with their own area of expertise. We work with a range of specialists across different asset classes, from fixed income to equities to alternatives, to ensure that our clients’ portfolios are managed by experts in each field.

Disclaimer

National Bank Financial – Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA).

The opinions expressed herein do not necessarily reflect those of National Bank Financial. The particulars contained herein were obtained from sources we believe to be reliable, but are not guaranteed by us and may be incomplete. The opinions expressed consider a number of factors including our analysis and interpretation of these particulars, such as historical data, and are not to be construed as a solicitation or offer to buy or sell the securities mentioned herein. Unit values and returns will fluctuate and past performance is not necessarily indicative of future performance. Important information regarding a fund may be found in the prospectus. The investor should read it before investing.