2 North Square Mutual Funds for Diverse Investment Strategies
North Square Investments is a multi-boutique asset management platform that partners with specialized independent investment managers offering fully researched and actively managed portfolios across equity, fixed income and other styles.
The investment programs offered by the various portfolios of North Square cover a broad range of investment objectives. The fixed-income portfolios include mortgage-backed securities, corporate bonds, U.S. agency bonds and other asset-backed securities, amongst others. The equity portfolios focus on individual companies, making them compelling investment options.
We have picked two North Square mutual funds — North Square Spectrum Alpha Fund ORIGX and North Square Strategic Income ADVNX — which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or Rank 2 (Buy), with positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided comparatively stronger performance and carry a lower fee.
North Square Spectrum Alpha Fund invests primarily in affiliated mutual funds managed by the adviser and its affiliates. ORIGX advisors may invest in common and preferred stocks, international securities (including emerging and developed markets) via ETFs and ADRs, and similar instruments.
Brad A. Thompson has been the lead manager of ORIGX since Jan. 11, 2022. Most of the fund’s holdings were in companies such as North Square Dynamic Small Cap (54.4%), North Square Kennedy MicroCap (22.9%) and iShares Russell 2000 ETF (1.4%) as of May 31, 2026.
ORIGX’s 3-year and 5-year annualized returns are 19.5% and 6.4%, respectively. Its net expense ratio is 0.95%. ORIGX has a Zacks Mutual Fund Rank #1.
To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds,please click here
North Square Strategic Income fund invests in preferred and debt securities, along with other income-generating assets like convertibles, REITs and ETFs.
Julia M Batchenko has been the lead manager of ADVNX since Feb. 21, 2020. Most of the fund’s holdings were in companies like Mortgage Securities (1%), Corporate Bonds (0.9%) and US Agency Bonds (0.9%) as of May 31, 2026.
ADVNX’s 3-year and 5-year annualized returns are 8.2% and 3.3%, respectively. Its net expense ratio is 0.68%. ADVNX has a Zacks Mutual Fund Rank #1.