These globally diversified portfolios offer exposure to a strategic mix of asset classes.
Utilizing a full range of investment research from our trusted partners, these portfolios bring together what North Square has to offer in active investing.
With an overall awareness of the market and economic influences, volatility and expected returns, these strategies keep a long-term focus. The portfolios are flexible in their allocation to maintain targeted risk profiles.
We’re happy to offer a strategy that reflects the innovative thinking across our investment platform. With our unique knowledge of the boutique asset managers we work with, this strategy is built to gather these investment ideas in one portfolio.
The Tactical Growth Fund is a sharpe ratio strategy that seeks long-term capital appreciation while mitigating market risk. A proprietary screening process is used to select ETFs and tactically allocate among domestic, international and non-correlated positions.
The Tactical Defensive Fund is a trend based strategy seeking capital appreciation while reducing the probability of meaningful loss.
Multiple strategies are blended in the Trilogy Alternative Return Fund to reduce risk in changing market conditions.
The investment objective of the North Square Spectrum Alpha Fund (formerly known as the North Square Oak Ridge Small Cap Growth Fund) is to provide capital appreciation. The Spectrum Alpha Fund is a “fund of funds” that invests primarily in affiliated mutual funds managed by North Square Investments, the Fund’s investment adviser and its affiliates.
Let’s work together. No matter the size of your client’s portfolio, we believe in meaningful diversification for long-term results.