PortfolioVerus U.S. Focus Growth
Alpha
4.90%
Downside Capture
64.68%
Annualized Return
14.68%
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 Name | Verus U.S. Focus Growth |
| Base Currency | U.S. Dollar |
| Number of Holdings | 24 |
| Broad Category Group | Equity |
| Benchmark | Russell 1000 Growth TR USD |
Investment Growth of $100,000
Time Period: Since Common Inception 2/1/1989 to 3/31/2024
Trailing Returns (%)
Calculation Benchmark: Russell 1000 Growth TR USD
| YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Common Inception | |
|---|---|---|---|---|---|---|
| Verus US Focus Growth | 8.29 | 32.72 | 5.1 | 13.53 | 15.53 | 14.68 |
| Russell 1000 Growth TR USD | 11.41 | 39 | 12.5 | 18.52 | 15.98 | 11.37 |
| S&P 500 TR USD | 10.56 | 29.88 | 11.49 | 15.05 | 12.96 | 10.81 |
Portfolio Statistics
Time Period:
Since Common Inception (2/1/1989 to 3/31/2024)
Calculation Benchmark:
Russell 1000 Growth TR USD
| Inv | Bmk1 | |
|---|---|---|
| Alpha | 4.90 | 0.00 |
| Beta | 0.75 | 1.00 |
| R2 | 61.71 | 100.00 |
| Std Dev | 15.32 | 16.87 |
| Up Capture Ratio | 87.82 | 100.00 |
| Down Capture Ratio | 64.68 | 100.00 |
| Sharpe Ratio | 0.80 | 0.58 |
Risk-Reward
Time Period:
Since Common Inception (2/1/1989 to 3/31/2024)
Calculation Benchmark:
Russell 1000 Growth TR USD
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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.