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Investment Strategies

Global Vision

We scour the world for differentiated investment solutions to add to your portfolio.

Focused Approach

Our asset managers are all experienced in their field. Your investments are driven by their research.

The Right Connections

Not every product fits for every financial professional. We find the right strategy for you.

Our Marketplace of Ideas

The public square is where people meet to exchange ideas, to argue and debate, and to work together to find a way forward. It’s where ideas are formed and worlds are changed. It’s the inspiration behind our investment philosophy. North Square is where:

  • Creative problem-solving meets diligence
  • Experience meets discovery
  • Niche asset managers connect to markets

Our Asset Management Partners

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Evanston Capital Logo 2024
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Investment Strategy Resources

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Let’s work together. No matter the size of your client’s portfolio, we believe in meaningful diversification for long-term results.

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Preferred and Income Securities Fund

The investment objective of the North Square Preferred and Income Securities Fund (formerly known as the North Square Oak Ridge Dividend Growth Fund) is to seek total return through current income and capital appreciation.

Preferred and Income Securities Fund