North Square Dynamic Small Cap Fund Winner of Active Equities Mutual Fund of the Year at with.Intelligence Mutual Fund & ETF Awards 2024 Ceremony
Summary
Goodwin also noted the Funds 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 Funds total net assets were $248.77 million.) 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. With North Squares 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. The business delivers a unique blend of data, including profiles, fund information, performance metrics, and valuable analyst perspectives.