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North Square Dynamic Small Cap I ORSIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See North Square Investment Hub

Morningstar’s Analysis ORSIX

Will ORSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ORSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ORSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ORSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An upgrade in People Pillar rating is the primary driver of North Square Dynamic Small Cap I's upgrade to a Morningstar Medalist Rating of Neutral from Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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