A specialist in U.S. emerging growth stocks, Formula Growth manages Formula Growth Fund for individual investors, Formula Unit Trust for tax-exempt institutional investors and the Formula Growth Hedge Fund.

 Formula Growth is an independent Canadian company owned by its employees, who are all investors in the Formula Growth Fund and the Formula Growth Hedge Funds.

 Formula Growth and its investors benefit from the oversight and counsel provided by a distinguished, external Advisory Board.

 Formula Growth is a performance-driven manager with a consistent and disciplined style focused on maximizing the returns while managing the volatility inherent in growth investing.

 For over 40 years, Formula Growth's average annual compound returns have reflected one of the most successful track records of any U.S. equity manager in the world.