North Square Small Cap Value Fund Investor Class Shares (DRSVX)
North Square Small Cap Value Fund Investor Class Shares operates in the Asset Management industry of the Financial Services sector, headquartered in Indianapolis, IN, US. The stock last traded at $22.03, up 0.41% on the session, giving a market capitalisation of $206.1M. Its beta of 0.84 implies it has historically moved less than the broad market.
This fund primarily concentrates on equity investments, committing at least 80% of its total capital (which can include borrowed funds) to common shares of smaller companies. These companies are chosen based on their market capitalization, which, at the time of acquisition, must be comparable to enterprises listed within the Russell 2000® Value Index. Up to 20% of the fund's portfolio may also be directed towards international securities, encompassing those from emerging markets, along with American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs) traded on U.S. exchanges. Furthermore, the fund has the flexibility to allocate up to 20% of its assets to high-quality debt instruments, regardless of their duration.
North Square Small Cap Value Fund Investor Class Shares is most often compared with the following Financial Services names: