Welcome to our dedicated page for North Square Select Small Cap I news (Ticker: ADVGX), a resource for investors and traders seeking the latest updates and insights on North Square Select Small Cap I stock.
The news page for ADVGX, the Class I shares of the North Square Select Small Cap Fund, provides updates and announcements related to this actively managed small-cap mutual fund. North Square Investments, the fund’s adviser, and Advisory Research Investment Management, its subadvisor, periodically release information that helps investors understand how the fund is positioned and evaluated within the Morningstar Small Blend category.
One type of news that has been highlighted is the fund’s Morningstar rating and ranking. North Square has reported that the North Square Select Small Cap Fund Class I shares received a Morningstar Overall Rating of five stars among Small Blend category funds based on risk-adjusted performance as of a specified date. Such news items may also discuss how the fund’s returns compare with peers over defined time periods, using Morningstar’s total return and percentile ranking framework.
Other news can cover fund naming and branding changes, such as the transition from the North Square Advisory Research Small Cap Value Fund name to the North Square Select Small Cap Fund name, which North Square attributes to a desire to highlight the subadvisor’s fundamental, research-intensive methodology and high conviction portfolio approach.
Investors following ADVGX news can expect content that explains the fund’s investment philosophy, comments from North Square and Advisory Research on market conditions in the small-cap segment, and context around risk disclosures and performance discussions. This page serves as a centralized place to review such fund-related announcements and narratives as they are released.
The North Square Select Small Cap Fund (ADVGX) has achieved a significant milestone by receiving its first Morningstar Overall Rating of five stars among 591 Small Blend category funds, based on risk-adjusted performance as of January 31, 2025. The Fund, previously known as North Square Advisory Research Small Cap Value Fund, ranked in the top 6% of its peer group, placing 33rd among 591 funds.
The Fund's portfolio managers from Advisory Research employ a private equity approach to public markets, focusing on downside risk management and unlocking shareholder value. Portfolio managers Matt Swaim, Christopher Harvey, and Bruce Zessar, with an average of 24 years of investment experience, target undervalued businesses in the small-cap sector, which is currently trading at a discount relative to the broader market.