NORTH SQUARE SELECT SMALL CAP FUND - Exchange Place Advisors Trust
Shareclass
NORTH SQUARE SELECT SMALL CAP FUND Class I (ADVGX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund NORTH SQUARE SELECT SMALL CAP FUND - Exchange Place Advisors Trust
FUND COVERAGE
# of holdings21
% of assets57%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
17 / 40
Gender Equality: Equal Compensation and Work Life Balance
2 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Valvoline Inc2.53%$625,949
- 2. JBT Marel Corp3.7%$915,412
- 3. Webster Financial Corp3.09%$764,906
- 4. Vail Resorts Inc2.02%$500,549
- 5. Performance Food Group Co4.19%$1.04M
- 6. Grocery Outlet Holding Corp1.52%$375,492
- 7. HealthEquity Inc2.48%$613,725
- 8. Phinia Inc3.37%$832,931
- 9. Asbury Automotive Group Inc1.72%$425,137
- 10. Jefferies Financial Group Inc2.24%$553,036
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. First Merchants Corp2.65%$656,267
- 2. ACV Auctions Inc2.43%$600,438
- 3. nCino Inc2.11%$522,479
- 4. Alkami Technology Inc3.11%$768,180
- 5. OPENLANE Inc4.53%$1.12M
- 6. Cal-Maine Foods Inc1.58%$391,604
- 7. Eagle Materials Inc3.33%$823,513
- 8. Flywire Corp1.73%$428,010
- 9. Arcosa Inc3.84%$949,164
- 10. Stock Yards Bancorp Inc1.85%$457,631
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund NORTH SQUARE SELECT SMALL CAP FUND - Exchange Place Advisors Trust
Totals
Holdings
Assets
Weight
Prisons
1.0
$391,604
1.58%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
1.0
$391,604
1.58%
Holdings — 1 flagged holdings
1.
Cal-Maine Foods Inc
$391,604
1.58%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
NORTH SQUARE SELECT SMALL CAP FUND - Exchange Place Advisors Trust ADVGX
Environment
Social
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