Investment Strategies
Allocation Across Market Caps

Portfolio construction for diversified portfolios in a highly correlated world.
North Square Investments believes there are client portfolio benefits for financial advisors and consultants to use All Cap equity strategies.
Here are three major reasons:
1. All Cap strategies focus on emerging blue chip companies
- This allows portfolio managers flexibility to stay invested in growing equities as the move across the market cap spectrum
- This may benefit clients who are:
- Investing over a long-term time horizon
- Seeking capital appreciation
2. All Cap equity strategies are the new Large Cap strategies:
- All Cap equity strategies may be classified as large cap but seek additional returns with small and mid-cap equities.
- Even so, All Cap strategies have a comparable risk profile to large cap strategies
- This may benefit clients who are:
- More risk conscious and loss averse
- Overweight in their large cap equity allocation
3. An All Cap equity strategy can act as a core portfolio holding from a single asset manager:
- All Cap strategies are easy to implement and the model can be used across client types
- All Cap strategies don’t sacrifice more strategic or tactical allocation to other investment strategies
- Provides a blended total return between small, mid and large cap equities
- This may benefit clients who have:
- Behavioral biases that often influence investment decisions
- Limited portfolio size
Next Steps:
Review existing client portfolio allocations to large cap equities. If there is an opportunity to re-allocate in the portfolio, consider an All Cap strategy from existing large or small cap equity positions, depending on risk aversion.