ODGIX : North Square Oak Ridge Disciplined Growth Fund Class I

Fund Summary

The investment seeks long-term growth of capital. The fund will invest at least 80% of its net assets (including amounts borrowed for investment purposes) in equity securities of issuers that are organized in the U.S. and the securities of which are principally traded on a major U.S. exchange. The equity securities in which the fund principally invests include common stocks, preferred stocks, exchange-traded funds ("ETFs") that invest substantially all of their assets in equity securities, equity interests in real estate investment trusts ("REITs"), warrants and rights. It may invest up to 20% of its total assets in equity securities of non-U.S. issuers.