PORYX

About PORYX

North Square Multi Strategy Fund Institutional Class is an actively managed mutual fund designed to pursue capital appreciation across a range of market conditions by deploying a multi-strategy approach. Structured as a fund of funds, it strategically allocates assets among a selection of underlying mutual funds and exchange-traded funds—with a significant emphasis on investments managed by North Square and selective allocations to external managers when appropriate. Its portfolio spans both equity and fixed-income sectors, with the flexibility to adjust exposure dynamically in response to evolving market environments and perceived opportunities. A hallmark of the fund is its concentration: the top holdings often represent a substantial majority of the portfolio, drawing from vehicles such as North Square Dynamic Small Cap Fund, Altrinsic International Equity Fund, McKee Bond Fund, as well as established ETFs like Vanguard Dividend Appreciation and S&P 500-focused products. This focused yet multifaceted structure situates the North Square Multi Strategy Fund within the aggressive allocation category, targeting growth while maintaining broad diversification. Its role in the market is to offer institutional investors a single, professionally managed solution that marries opportunistic asset allocation with multi-manager diversification for those seeking both income and long-term capital appreciation through balanced exposure to multiple asset classes.