| Fund Inception | 12/31/2003 |
| Name of Issuer | North Square |
| Fund Advisor(s) | North Square Investments, LLC |
| Sub-Advisor(s) | CSM Advisors, LLC |
Fund Managers for DRSVX
Mark Roach
Portfolio Manager since 12/21/2006
Mark Roach is the Director, Small & Micro Cap Equities at CS McKee, following its acquisition of Foundry Partners. Mark began his investment career in 1995 and joined Foundry Partners following the firm’s transaction with Dreman Value Management (DVM) in June of 2016. He was with DVM from late 2006-June 20, 2016 in a similar capacity. Prior to joining DVM, Mr. Roach was a Portfolio Manager at Vaughan Nelson Investment Management, managing a small cap product from 2002 through 2006. Mr. Roach has significant experience in working with institutions, pensions and endowments and is well known in the consulting and high net worth community. Mr. Roach served as a security analyst from 1994 to 2001 for various institutions including Fifth Third Bank, Lynch, Jones & Ryan and USAA.
Mr. Roach graduated from Baldwin Wallace College with a B.A. in Business and earned his MBA from the University of Chicago’s Booth School of Business. In addition, Mr. Roach is a former board member on the Rice University Wright Fund.
Mario Tufano
Portfolio Manager since 03/01/2010
Mario Tufano is a Senior Portfolio Manager, Small Cap Equities at CS McKee, following its acquisition of Foundry Partners. Mario began his investment career in 2002 and joined Foundry Partners following the firm’s transaction with Dreman Value Management (DVM) in June of 2016. He joined DVM in 2007 as a Senior Securities Analyst and was promoted to Associate Portfolio Manager in 2010. He is responsible for research of new investment ideas as well as current portfolio holdings for the firm’s Small and Mid Cap Value products. Prior to joining the firm, he was an Associate Director and Equity Analyst at UBS Investment Bank covering the Consumer Staples and Discretionary sectors.
Mr. Tufano graduated from Pennsylvania State University with a B.S. in Finance. He is a CFA Charterholder and is a member of the New York Society of Security Analysts (NYSSA).
