Fund info

North Square Tactical Defensive Fund Class C is an open-end mutual fund designed to pursue capital appreciation through a trend-based tactical allocation strategy. Its primary purpose is to dynamically adjust exposure to equity markets, seeking growth in favorable conditions while aiming to reduce the likelihood of significant losses during downturns. The fund employs a dual-component approach: one portion targets longer-term cyclical trends in the market, allowing for full investment during growth phases and shifting to defensive holdings during declines; the other component uses daily technical analysis to emphasize short-term equity appreciation with capital preservation in mind during pullbacks. This approach leads to a compact, diversified portfolio typically consisting of ETFs and cash equivalents, allowing the fund to react quickly to changing market cycles rather than attempting to predict them. North Square Tactical Defensive Fund Class C serves as a tactical allocation tool, offering investors a strategy to potentially manage volatility and risk within their equity allocations, especially during unpredictable markets.