North Square Dynamic Small Cap Fund (ORSIX) was named the winner
of the "Active Equities Mutual Fund of the Year Award" at the
with.Intelligence Mutual Funds & ETF Awards 2024 ceremony in
New York City on June 18th.
CHICAGO, June 25,
2024 /PRNewswire-PRWeb/ -- North Square Dynamic Small
Cap Fund (ORSIX) was named the winner of the "Active Equities
Mutual Fund of the Year Award" at the with.Intelligence Mutual
Funds & ETF Awards 2024 ceremony in New York City on June
18th.
"We congratulate the Fund's subadvisor
Algert Global Investors and the Portfolio Management Team of
Peter Algert, Ph.D and Ryan LaFond, Ph.D. for this significant
achievement, which is a capstone to the Fund's successful
investment strategy," said North Square Chief Executive Officer
Mark Goodwin.
The Active Equities Mutual Fund of the Year Award was based on
2023 performance and asset flows, for funds with at least
$50 million in assets under
management.
For over three decades, the highly-coveted with.Intelligence
Mutual Fund & ETF Awards have recognized the people and
organizations that have stood out for their excellence,
achievements and contributions to the Mutual Fund industry.
855-551-5521 or visit northsquareinvest.com for the most
recent month-end performance results. Current performance may be
lower or higher than the performance data quoted.
The performance data quoted represents past performance, which
is no guarantee of future results. Investment return and principal
value of an investment will fluctuate so that an investor's shares,
when redeemed, may be worth more or less than their original cost.
To view the Fund's standardized performance returns, please click
here: https://northsquareinvest.com/strategies/dynamic-small-cap/
"We are thrilled the Dynamic Small Cap Fund received this Award,
chosen from a very impressive shortlist of top-performing
mutual funds," said Mark Goodwin,
Co-Founder and Chief Executive Officer of North Square.
The Fund's investment focus is to find market inefficiencies and
exploitable opportunities via high-conviction, high-alpha seeking
analysis, using a systematic process with the goal of achieving
attractive risk-adjusted returns over a full market cycle," Goodwin
continued.
Goodwin also noted the Fund's strong performance was responsible
for robust asset flows in 2023, rising to $177.87 million by year end. (As of May 31, 2024, the North Square Dynamic Small Cap
Fund's total net assets were $248.77
million.)
"We congratulate the Fund's subadvisor Algert Global Investors
and the Portfolio Management Team of Peter
Algert, Ph.D and Ryan LaFond,
Ph.D. for this significant achievement, which is a capstone to the
Fund's successful investment strategy," Goodwin said.
For additional Dynamic Small Cap Fund performance information,
portfolio holdings, and characteristics, please see the North
Square Dynamic small Cap Fund Fact Sheet:
https://northsquareinvest.com/wp-content/uploads/2024/04/North-Square-Dynamic-Small-Cap-Fund-1Q-2024-Fact-Sheet.pdf
About North Square
Founded in 2018 and headquartered in Chicago, Illinois, North Square Investments is
an independent, multi-boutique investment firm dedicated to
delivering differentiated active investment strategies to the
market. With an experienced senior management team, a board
composed of highly regarded industry veterans and backed by
Estancia Capital Partners, North Square is a leader in aggregating
high quality, alpha-generating active strategies to assist
financial intermediary partners in building superior risk-adjusted
portfolios for the benefit of their clients.
As of March 31, 2024, North Square
had $1.47 billion of assets under
management in 11 mutual funds. With North Square's ownership
interests (majority and minority, respectively) in the distinctly
branded firms of CS McKee and Oak Ridge Investments, collective
assets under management and advisement totaled $12.26 billion. Learn more about North Square
Investments at northsquareinvest.com.
About With Intelligence
With Intelligence was founded in 1998 and is a leading provider
of investment intelligence for allocating decisions, fund-raising
and business development. The business delivers a unique blend of
data, including profiles, fund information, performance metrics,
and valuable analyst perspectives.
Bringing together some of the most reputable brands in
investment information, With Intelligence's proprietary solution
was launched in 2021 and is already regarded as a superior
investment intelligence service.
The global team includes data scientists, analysts, reporters
and journalists, technologists, developers and industry experts –
all obsessed with revealing the bigger picture of the asset
management industry. With Intelligence's platform connects
investment professionals with the right people, intelligence and
opportunities.
For more information on With Intelligence, please visit
http://www.withintelligence.com.
North Square Investments, LLC is an investment adviser
registered with the U.S. Securities and Exchange Commission.
Registration does not imply a certain level of skill or training.
More information about the company's investment advisory services
can be found in its Form ADV, which is available upon request. Past
performance is not indicative of future results.
Principal Risks of Investing: Risk is inherent in all investing,
including an investment in the Fund. An investment in the Fund
involves risk, including the following principal risks, among
others: Small Cap Company Risk, Equity Risk, Reliance on Technology
Risk, Value-Oriented Investment Strategies Risk, Management and
Strategy Risk, Liquidity Risk, Portfolio Turnover Risk, ETF Risk,
Preferred Stock Risk, Foreign Investment Risk, Real Estate
Investment Trust ("REIT") Risk, and IPO Risk. Summary descriptions
of these and other principal risks of investing in the Fund are set
forth in the Fund's prospectus. Before you decide whether to invest
in the Fund, carefully consider these risk factors and special
considerations associated with investing in the Fund, which may
cause investors to lose money. There can be no assurance that the
Fund will achieve its investment objective. An investment in the
Fund is not a deposit of the bank and is not insured or guaranteed
by the Federal Deposit Insurance Corporation or any other
government agency. Please see the Fund's prospectus for additional
risk disclosures.
"Alpha" is a term used in investing to describe an investment
strategy's ability to beat the market. Alpha is often referred to
as an investment's excess return in relation to its benchmark, when
adjusted for risk.
Before investing, consider the product's investment objectives,
risks, charges and expenses. This and other information is in the
prospectus, a copy of which may be obtained by calling
855-551-5521. Please read the prospectus carefully before you
invest.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
Foreside Fund Services, LLC, Distributor.
Media Contact
Martin Gawne, North Square
Investments, (312) 857-2167, mgawne@northsquareinvest.com,
https://northsquareinvest.com/
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SOURCE North Square Investments