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North Growth Management Ltd. - Erica Lau

North Growth Management Ltd. a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
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Erica Lau

Erica Lau
North Growth Management Ltd.

Hedge Fund Manager
Ranked #228 out of 487 Hedge Fund Managers

Portfolio Gain

+97.47%
Since Jan 2016

Sharpe Ratio

1.33
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$537.05M
Erica Lau manages more assets than 25% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+14.02%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
45.38% Technology
20.46% Consumer Cyclical
16.18% Industrial Goods
13.37% Healthcare
3.28% Communication Services
A breakdown of North Growth Management Ltd.'s portfolio by sector

North Growth Management Ltd. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Amentum Holdings, Inc.
New
Industrial Goods
$29.95
($25.40-$34.50)
-28.53%
+100.00%
3.00M
0.56%
Brinker International
Added
Consumer Cyclical
$68.06
($56.27-$79.85)
+67.06%
+0.47%
16.30M
3.04%
First Solar
Not Changed
Technology
$229.00
($195.27-$262.72)
-19.95%
0.00%
2.49M
0.46%
Booking Holdings
Not Changed
Consumer Cyclical
$3.73K
($3.18K-$4.27K)
+24.31%
0.00%
12.64M
2.35%
Ciena
Added
Technology
$53.98
($44.89-$63.06)
+45.67%
+0.38%
32.70M
6.09%
NVR
Reduced
Consumer Cyclical
$8.61K
($7.39K-$9.82K)
-12.48%
-50.00%
9.81M
1.83%
Jabil
Added
Technology
$112.91
($95.84-$129.97)
+12.84%
+0.35%
34.63M
6.44%
FedEx
Not Changed
Industrial Goods
$283.67
($253.50-$313.84)
+4.07%
0.00%
10.40M
1.93%
Coherent Corp
Reduced
Technology
$73.72
($52.14-$95.29)
+19.94%
-15.81%
24.63M
4.59%
Crocs
Added
Consumer Cyclical
$131.81
($112.50-$151.13)
-22.85%
+1.16%
12.60M
2.35%
See a list of North Growth Management Ltd.'s holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details

Measured Performance

Compare North Growth Management Ltd.'s performance with other Hedge Funds and the S&P 500

North Growth Management Ltd. activity FAQ

What is North Growth Management Ltd.’s portfolio gain since Jun 2013?
North Growth Management Ltd.’s portfolio gain since Jun 2013 was 97.47%.
    What is North Growth Management Ltd.’s Sharpe Ratio?
    North Growth Management Ltd.’s Sharpe Ratio is 1.33.
      What is North Growth Management Ltd.’s portfolio value?
      North Growth Management Ltd.’s portfolio value is $537.05M.
        What is North Growth Management Ltd.’s average return since the fund’s last 13F filing?
        North Growth Management Ltd.’s average return since the fund’s last 13F filing is 7.25%.
          What was North Growth Management Ltd.’s average return in the last 12 months?
          North Growth Management Ltd.’s average return in the last 12 months was 28.56%.
            What was North Growth Management Ltd.’s average return in the last 3 years?
            North Growth Management Ltd.’s average return in the last 3 years was 14.02%.
              When was the most recent most recent 13F form submitted by North Growth Management Ltd.?
              North Growth Management Ltd.'s most recent 13F form was submitted on Sep 30, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Erica Lau Net Worth?
                  Erica Lau is Managing North Growth Management Ltd. which has a net worth of $537.05M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Erica Lau and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.