Active Insights Podcast with Algert Global: “At the end of the day, it’s really our ideas and the people behind those ideas that drive the portfolios, but it’s the technology that really enables those ideas.”

Algert Global: “At the end of the day, it’s really our ideas and the people behind those ideas that drive the portfolios, but it’s the technology that really enables those ideas.”

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss Algert Global’s quantitative approach to fundamental equity investing with Ryan LaFond, Co-Chief Investment Officer. Algert Global is a partner firm in the North Square platform and sub-advisor to North Square Dynamic Small Cap Fund, ticker ORSIX.

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This podcast was recorded April 8, 2026. The opinions expressed herein are those of North Square Investments, LLC (North Square) and are subject to change without notice. The opinions referenced are as of the date of publication/distribution, may be modified due to changes in the market or economic conditions, and may not necessarily come to pass. Forward looking statements cannot be guaranteed. The discussions in our podcasts are for general informational purposes only and should not be considered as investment advice. The inclusion and performance of specific investments discussed represent only a sample of North Square’s Fund investments, and do not represent North Square’s Fund investments or performance as a whole. A complete list of North Square’s holdings is available upon request. There is no guarantee that any investments discussed at the time of this podcast will remain in North Square’s Fund(s). Past performance is not indicative of future results. It should not be assumed that any of the securities or companies discussed have been or will be profitable, or that investment recommendations or decisions we make in the future will be profitable. Nothing discussed herein constitutes an offer or recommendation to buy or sell a particular security or investment strategy. North Square reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. There is no guarantee that North Square’s assessment of investments will be correct. The discussions, outlook, and viewpoints featured are not intended to be investment advice and do not take into account any specific investment objectives or risk tolerance you may have. Some information contained herein derives from third-party sources North Square believes to be reliable; however, accuracy and completeness cannot be guaranteed. Some material discussed represents an assessment of the market environment regarding a specific security or industry at a particular point in time and is not intended to be a forecast of future events or a guarantee of future results. The investment strategy or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances. No assurance, representation, or warranty is made by any person that any of North Square’s assumptions, expectations, objectives and/or goals will be achieved. Nothing contained in the document many be relied upon as a guarantee, promise, assurance, or representation as to the future. This discussion, including any hypothetical illustrations, are intended to form a basis for further discussion with your legal, accounting, and financial advisors. Actual future investment returns, taxes and inflation are unknown. Do not rely upon this report to predict future investment performance. North Square 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 companies’ investment advisory services can be found in their respective form ADV, which are available upon request.

Principal Risks of Investing, Dynamic Small Cap Fund: 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-Sized Company Risk, Market Risk, Equity Risk, Reliance on Technology Risk, Value-Oriented Investment Strategies Risk, Management and Strategy Risk, Sector Focus Risk, Liquidity Risk, Portfolio Turnover Risk, ETF Risk, Preferred Securities Risk, Foreign Investment Risk, Real Estate Investment Trust (“REIT”) Risk, and Initial Public Offering (“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.

Before investing you should carefully consider the Fund’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 or via this link. Please read the prospectus carefully before you invest. Distributed by Foreside Fund Services, LLC. Member FINRA.

Definitions of terms used in this podcast:

Machine learning (ML) in investing is the use of artificial intelligence algorithms to analyze massive, complex datasets—for example, news sentiment, social media, and financial reports—to identify patterns, potentially predict market trends, and automate trading decisions.

LLM (Large Language Models) in finance are specialized artificial intelligence (AI) models trained on massive datasets to recognize and generate human-like text, designed to optimize tasks like analyzing financial reports, automating customer service, detecting fraud, and sentiment analysis. Large Language Models enhance efficiency by automating compliance, drafting reports, and extracting insights from complex documents like 10-K filings.

Mispricing in investing is the difference between a security’s current market price and what is believed to be its true intrinsic value, representing an asset that is either overvalued or undervalued.

Dip buying is an investment strategy of purchasing assets (stocks, funds, etc., ) after their price has dropped, based on the expectation that the decline is temporary and the price will recover quickly.

A supply chain is a coordinated network of organizations, people, activities, and resources involved in moving a product or service from raw materials to the finished product for the end consumer.

Alpha represents the excess return of an investment strategy compared to its benchmark index, after accounting for risk.

Flow in investing typically refers to the movement of cash into or out of financial assets (fund flow), the net cash generated or spent by a company’s investment activities (cash flow), or the volume of buy/sell orders (order flow). It measures activity over a specific time period.

Beta is an indicator of the price volatility of a stock or other asset in comparison with the broader market. Beta suggests the level of risk that an investor takes on in buying the stock. The higher the beta number, the higher the risk.

Natural Language Processing (NLP) in investing is an AI (artificial intelligence)-driven technique that parses, interprets, and analyzes vast amounts of unstructured textual data—such as news, earnings transcripts, and social media—to generate actionable investment insights for the investor. It converts qualitative information into structured, quantitative data, allowing investors to gauge sentiment, identify risks, and potentially enable the investor to make faster, data-driven decisions.

Dispersion refers to the range of potential outcomes of investments based on historical volatility or returns.

North Square is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Information contained herein is as of April 1, 2026 and derives from third-party sources believed to be reliable by the Adviser.  However the accuracy and completeness cannot be guaranteed. The opinions contained herein are of North Square as of the date of this publication and are subject to change without notice.

Distributed by Foreside Fund Services, LLC.

Not FDIC Insured  ·  May Lose Value  ·  No Bank Guarantee