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North Square Investments Trust

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462828241
SEC advisor number
801-115238
FINRA CRD number
294355
AUM ?
$257.27M (as of 26 Mar 20)
Accounts
7 (as of 26 Mar 20)
Employees
19 (1 investment advisory or research)
Address
North Square Investments Trust
10 SOUTH LASALLE STREET, SUITE 1925
CHICAGO
IL 60603
Phone
(312) 857-2160

Funds

Data from SEC filings
Series Ticker %Monthly Return ? $Assets #Holdings As of
North Square Advisory Research All Cap Value Fund ADVGX 1.22 -0.88 2.35 6.7M 30 Jul 2021
North Square Altrinsic International Equity Fund 2.59 -2.19 -0.5 28.7M 64 Jul 2021
North Square Dynamic Small Cap Fund ORSIX 1.64 2.03 20.42M 188 May 2021
North Square McKee Bond Fund NMKYX, NMKBX 94.94M 361 Jul 2021
North Square Multi Strategy Fund ORILX, ORLCX, PORYX 2.13 3.92 56.02M 9 May 2021
North Square Oak Ridge All Cap Growth Fund ODGIX 1.56 7.55 -1.31 12.49M 54 May 2021
North Square Oak Ridge Dividend Growth Fund ORDNX 4.6 4.65 2.23 16.22M 31 May 2021
North Square Oak Ridge Small Cap Growth Fund ORIGX, ORICX, ORIYX, ORIKX -1.79 6.22 -4.14 148.79M 70 May 2021
North Square Strategic Income Fund ADVNX 1.09 70.72M 131 Jul 2021

Calendar

16 Aug 21
21 Oct 21
31 May 22

Current reports

No filings