#United States #Chicago #Morningstar #North Square #Dynamic Small Cap Fund

North Square Dynamic Small Cap Fund Celebrates Ten Years

As North Square Dynamic Small Cap Fund (ORSIX) reaches an impressive milestone of its tenth anniversary, it proudly announces a new five-star Overall rating from Morningstar. This acknowledgment not only highlights the fund's consistent performance over the years but also its position at the forefront of its peer group.

Impressive Performance Metrics

The Class I shares of the Dynamic Small Cap Fund have consistently shown remarkable results. As of September 30, 2025, the fund achieved the following ratings from Morningstar based on its risk-adjusted performance:

• - 5 Stars Overall among 568 U.S. Small Blend funds for the ten-year period
• - 5 Stars for the three-year period
• - 4 Stars for the five-year period

This impressive ranking underscores the fund’s ability to not only meet but exceed the expectations set by investors and analysts alike.

Competitive Edge in Rankings

In the highly competitive U.S. Small Blend Morningstar category, the North Square Dynamic Small Cap Fund has maintained a position among the top 6% of funds over the past decade. With a remarkable rank of 19 out of 408 funds, it clearly demonstrates that strategic investment decisions have positively impacted its growth and stability.

Fund Strategy and Management

Under the adept guidance of Algert Global Investors, led by portfolio managers Dr. Peter Algert and Dr. Ryan LaFond, the fund's objective of identifying market inefficiencies and high-conviction opportunities has proven successful. The structured and systematic approach aims to generate attractive risk-adjusted returns throughout varying market cycles, catering to the changing financial landscape.

Financial Growth and Stability

Since its inception, the North Square Dynamic Small Cap Fund has attracted substantial inflow, crossing the significant milestone of $576 million in assets under management as of September 30, 2025. This growth reflects the confidence investors place in its investment strategy and overall performance.

About North Square Investments

Founded in 2018 and situated in Chicago, Illinois, North Square Investments is an independent investment firm focused on bringing diverse active investment strategies to the market. As of the end of September 2025, North Square manages approximately $2.94 billion over 13 mutual funds, a closed-end fund, and an ETF, boasting a total of $16.68 billion in all aggregated assets.

Investment Considerations

While the Dynamic Small Cap Fund has achieved commendable performance, it is essential for potential investors to recognize the inherent risks involved in such investments. Factors such as small-cap company risk, market risk, and liquidity risk are part of the investment landscape. A thorough examination of these risks is vital before making any investment decisions.

For continuous updates, performance metrics, and portfolio insights, you are encouraged to visit the fund’s official website at northsquareinvest.com.

Final Thoughts

In conclusion, the tenth anniversary celebration of the North Square Dynamic Small Cap Fund not only marks a decade of successful investment strategies but also emphasizes its unwavering commitment to delivering strong returns. The five-star rating from Morningstar serves as a testament to its excellent management and strategies, ensuring that it remains a competitive option for investors seeking growth in the small-cap market.