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NORTH SQUARE SMALL CAP VALUE FUND - Exchange Place Advisors Trust

Shareclass
NORTH SQUARE SMALL CAP VALUE FUND Investor Class (DRSVX)
Type
Open-end mutual fund
Manager
Exchange Place Advisors Trust
Filing
NPORT filing 30 Nov 2025
Fossil fuel exposure of 12.62% places the fund in the F tier, between 9% and 100% exposure.

Methodology
F
$22.72 MILLION
in fossil fuel investments
8
fossil fuel stocks found
13%
of assets flagged
Portfolio data as of 11/30/25
Investments in major fossil fuel companies
Whitecap Resources Inc
Carbon Underground 200Top 200 carbon reserves
$4.67 MILLION
Murphy Oil Corp
Carbon Underground 200Top 200 carbon reserves
$3.45 MILLION
Gulfport Energy Corp
Carbon Underground 200Top 200 carbon reserves
$3.33 MILLION
SM Energy Co
Carbon Underground 200Top 200 carbon reserves
$1.84 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
4
holdings
$13.29M
invested
7.39%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
1
holdings
$2.04M
invested
1.13%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
4
holdings
$13.29M
invested
7.39%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
4
holdings
$9.43M
invested
5.24%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
8 holdings
8 holdings
  • 1. Whitecap Resources Inc
    Carbon Underground 200Oil/gas industry
    $4.67M
    2.6%
  • 2. Murphy Oil Corp
    Carbon Underground 200Oil/gas industry
    $3.45M
    1.91%
  • 3. Gulfport Energy Corp
    Carbon Underground 200Oil/gas industry
    $3.33M
    1.85%
  • 4. Hawaiian Electric Industries Inc
    Fossil-fired utility
    $2.88M
    1.6%
  • 5. UGI Corp
    Fossil-fired utility
    $2.6M
    1.44%
See all



Invest Your Values
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
NORTH SQUARE SMALL CAP VALUE FUND - Exchange Place Advisors Trust DRSVX

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