ETFOX – Fund Analysis – North Square Tactical Allocation I | Morningstar

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Will ETFOX outperform in the future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ETFOX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the ETFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of ETFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong performer, but its risks are outsized.

Senior Analyst Greg Carlson

Greg Carlson

Senior Analyst

Summary

North Square Tactical Growth’s investment team manages a number of different mandates and takes significant idiosyncratic risks with this strategy.

by Greg Carlson

Rated on Apr 27, 2026 Published on Apr 27, 2026

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