Active Insights

North Square Investments has again been named to Crain’s Chicago Business’ list of 25 largest money managers, ranking 25th by total assets of $11.1 billion under management (AUM) as of December 31, 2023, according to Crain’s Chicago Business. North Square

North Square Investments announced it has completed the acquisition of Patterson Capital Corporation, an independently owned fixed income investment adviser in Los Angeles, California, through its majority-owned affiliate CS McKee. North Square Investments Acquires Patterson Capital Corporation Through Its CS

The North Square Preferred and Securities Income Fund (ORDNX) has been named a LSEG Lipper Fund Awards USA 2024 Winner for its consistently strong risk-adjusted three-, five-, and 10-year performance relative to its peers in the Best Flexible Income Funds

Altrinsic International Equity Class I shares (NSIVX) were rated four stars Overall by Morningstar among 698 Foreign Large Blend funds and four stars out of 698 funds for the three-year period ended 12/31/23 based on risk-adjusted performance.  North Square Altrinsic

North Square McKee Bond Fund marked its third anniversary with top decile performance for the three-year period ended December 31, 2023 and its first Morningstar Overall Rating of five stars, according to North Square Investments, the Fund’s investment adviser. North

North Square Investments announced that Isaac Green had joined the firm as a vice president and regional director. The announcement was made by CEO Mark Goodwin, who said Isaac will report to Head of Distribution Phil Callahan. Isaac Green Joins

Under the terms of the agreement, North Square will expand its alternative investment offerings and broaden the investor base able to access Evanston Capital’s investment expertise. North Square Investments and Evanston Capital Enter Into An Agreement Regarding Evanston Alternative Opportunities

“The strategic investment from The 4100 Group has provided North Square with significant additional capital to allow us to continue to progress with our ambitious growth plans,” said North Square CEO and Co-founder Mark Goodwin. “And it caps an anniversary