Podcasts

Advisory Research Investment Management: “A Research and Ownership Culture is in our DNA”

 

Advisory Research Investment Management: “A Research and Ownership Culture is in our DNA”

Our partners at Advisory Research have a long history of success with their approach to fundamental equity investing. In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss the approach to building high-conviction equity portfolios of Advisory Research Investment Management with Matt Swaim, Managing Director and Executive Chairman.

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This podcast was recorded February 25, 2021. The opinions expressed are those of the North Square Investments, LLC Investment Team. The opinions referenced are as of the date of this publication and are subject to change without notice due to change in the market or economic conditions, and may not necessarily come to pass. Forward looking statements cannot be guaranteed. North Square reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. There is no guarantee that North Square’s assessment will be correct. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.


For a list of holdings, fund performance, prospectus and risks, please click here.


North Square Funds Distributed by Compass Distributors, LLC.

Martin Gawne