Mutual Funds

Mutual Funds

The Oak Ridge family of mutual funds is now the North Square fund family! With this reorganization, fund names have been updated. There are no changes to portfolio management, investment processes, fees or fund objectives.

Here are some helpful links:

Please visit the North Square Investments website to find the latest fund information.
If you currently have a mutual fund account with us, you can access it here.
If you have an inquiry related to the North Square mutual funds, you can submit an information request here.


Human nature and emotions tempt investors to follow short-term trends, but successful investing requires a long-term discipline.

Strong Vision, Stronger Conviction

Diligent, patient and highly confident. Our singular focus is to invest in consistent, high-performing businesses.