North Square Disciplined Value ETF
NSIV
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- CEO
- Mark Goodwin
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 200 West Madison Street, Suite 2610 Chicago IL United States of America 60606
- IPO Date
- Jul 9, 2026
- CIK
- 0001750821
- Website
- northsquareinvest.com
- Similar Companies
- Business
- North Square Disciplined Value ETF (NSIV) is a thematic exchange-traded fund that seeks to deliver capital appreciation by investing in disciplined value equities and related strategies within a defined set of North American and select global markets, leveraging a rules-based, factor-driven approach to exposure construction and risk management. The fund focuses on identifying companies with attractive value characteristics that align with disciplined, rule-based investment processes, integrating value signals with considerations of quality, profitability, and sustainability metrics where applicable. NSIV targets a diversified portfolio of large-, mid-, and, where appropriate, small-cap equities sourced from publicly traded issuers across developed markets, with emphasis on liquidity, transparent pricing, and institutional-grade governance. Main products and services - Investment vehicle: North Square Disciplined Value ETF; index-based strategy exposure; rules-driven security selection; transparent daily pricing; liquidity and secondary-market trading - Core strategy applications: disciplined value investing framework; value, quality, and profitability screen components; risk management overlays; factor research and back-tested methodology - Ancillary capabilities: performance measurement and attribution analytics; standardized fact sheets and holdings disclosures; investor education resources; periodic fund reporting and regulatory filings - Product extensions (potential): potential ancillary products or share classes aligned to regional or regulatory needs; custom research and data services for institutional clients (subject to offering updates) Latest major company changes - Strategic partnerships or alliances: ongoing collaborations with data and analytics providers to enhance portfolio construction, risk controls, and transparency; alignment with North Square Disciplined Value ETF’s governance framework; collaboration rounds to improve execution efficiency and index replication - Funding rounds or acquisitions: no public disclosures of major capital rounds or acquisitions specific to NSIV in the latest available period - New product launches or service offerings: expansion of ETF lineup and related value-focused strategies may accompany periodic product updates or launches within the sponsor’s suite - Major strategic shifts or business expansions: continued expansion of the firm’s disciplined investment framework into additional markets or asset classes as regulatory and market conditions permit - Name changes or reorganizations: no reported changes to NSIV’s fund name or sponsor entity in the latest period - Operational changes: ongoing enhancements to governance, risk controls, and index methodology documentation to reflect evolving market practices Additional context - Industry and segments: exchange-traded funds; index-based investing; value-oriented equity strategies - Target markets: institutional and retail investors seeking transparent, rule-based value exposure; clients may include pension funds, sovereign wealth funds, asset managers, and high-net-worth individuals - Geographic operations: fund domicile and trading accessibility in primary markets; underlying holdings span North American and select global securities where eligible - Founding year and headquarters: information on founding year and headquarters location for the sponsor or management entity may be disclosed in official filings; the fund’s listing and sponsor footprint define its operational base - Subsidiaries or parent relations: NSIV operates under the sponsor’s ETF platform and may rely on the parent company’s governance and distribution networks; exact subsidiary structure is defined in sponsor disclosures Notes - The description focuses on the fund’s mandate, investment approach, and operational context, emphasizing what NSIV does and offers, while noting the latest publicly available changes in strategy and product development. For the most precise and up-to-date details, refer to the sponsor’s official disclosures, prospectus, and quarterly/annual reports.