- Press Release – North Square Investments Launches
- Finding the Right Angle – Multi Strategy Allocation Approach
- North Square Acquires Majority Interest in C.S. McKee
- North Square Announces Acquisition of Advisory Research’s All Cap Value Fund
- Martin Gawne Joins North Square Investments as Head of Marketing
- North Square Investments Expands Mutual Fund Platform with New Multisector Bond Fund
- Oran Walsh Joins North Square Investments as Senior Vice President, Strategic Relationship Manager
- Strategic Income Solutions from A Portfolio of Best Ideas
- Finding Strategic Income Opportunities in the Midst of Market Uncertainty
- North Square Investments Reaches Agreement to Acquire Stadion Funds
- A 5-Year Anniversary Worth Celebrating!
- C.S. McKee Joins UN-Supported Principles for Responsible Investment
- A Differentiated Approach to Fundamental Equity Investing
- Discover Income Opportunities in A Widely Misunderstood Asset Class
- North Square Investments Expands Mutual Fund Platform with Altrinsic International Equity Fund
- North Square Investments Expands Mutual Fund Platform with New McKee Bond Fund
- Red Cedar Investment Management – 2021 Outlook
- A Team Approach Focused on High Quality, Liquidity and Downside Protection Potential
- CS McKee BrightTALK Webinar Replay – Outlook for Core Fixed Income in 2021
- Red Cedar BrightTALK Webinar Replay – Opportunities in Preferred Securities
- Oak Ridge Investments: On a Mission to Find High Quality Best-in-Class Companies
- Strategies to Navigate a Rising Interest Rate Environment
- How Oak Ridge’s Search for High Quality Businesses Leads to the FAAMG Stocks
- Advisory Research Investment Management: “A Research and Ownership Culture is in our DNA”
- North Square Investments Completes Acquisition of Stadion Funds
- Altrinsic Global Advisors: Searching for Undervalued Companies with a Long-Term Perspective
- CS McKee Expands Its Investment Capabilities with Three New Portfolio Managers
- Brendan Kinnarney, Joe Michelotti and Steve Schneider Join North Square Investments
- CS McKee: Three Distinct Strategies with the Common Thread of Managing Risk and Volatility
- Achieving Significant Milestones, North Square Investments Celebrates Third Anniversary
- Fixed-Income Strategies to Navigate Today’s Challenging Markets
- North Square Tactical Defensive Fund: Seeking to Generate Positive Returns Over Time with Lower Volatility
- AdvisorShares Announces CS McKee as Sub-Advisor to ESG Core Bond ETF (Ticker: MENV) and Ultra-Low Duration Fixed Income ETF (Ticker: HOLD)
- North Square Trilogy Alternative Return Fund: Blending Multiple Strategies to Reduce Risk in Changing Market Conditions
- North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments
- Searching for Income Opportunities in the “Middle Ground” of the Debt Capital Structure
- North Square Trilogy Alternative Return Fund: Portfolio Strategy for a Rising Rate Environment
- North Square Tactical Growth Fund: The Importance of Managing Risk While Taking Income
- CS McKee’s Active, Low Duration Fixed Income Strategy
- The Evolution of Small Cap Investing – No Small Matter
- CS McKee’s ESG Core Bond Strategy and Approach to Investing
- CS McKee’s 90th Anniversary Year Capped by New Products, New Hires and Record Growth in Assets
- David Appleby Joins CS McKee as Vice President – Risk, Quantitative Analysis and Portfolio Construction
- North Square Strategic Income Fund Surpasses $100 Million in Assets
- North Square’s Multi Strategy Approach – A Simple Solution to Achieve a Well-Diversified Portfolio
- CS McKee’s fixed income strategy and market outlook: “everything really swings on inflation at this point in time”
- Advisory Research Investment Management: “It’s insightful to appreciate that growth companies are solution companies”
- Advisory Research Investment Management: “We like to think of multiple ways to win with our businesses”
- North Square Joins Ranks of Chicago’s Largest Money Managers
- Re-Investing in the Planet
- Looking at Creative Ways to Find Portfolio Income in the Current Fixed Income Marketplace
- Brad Thompson’s Perspective on the History of Bear Markets
- John Fitzgibbons Joins North Square Investments as Vice President, Regional Director
- CS McKee’s fixed income market outlook: “we are getting to a point where there is some real relative value in fixed income”
- North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments
- 2022 North Square Funds Distribution Notice – Final Amounts
- CS McKee 2023 Market Outlook: Declining Inflation Offers Hope of a Fed Pivot
- Learn from Our Portfolio Managers: The History of Red Cedar Investment Management
- Learn from Our Portfolio Managers: Red Cedar’s Investment Process
- Learn from Our Portfolio Managers: How Strategic Income Fits Into Investor Portfolios
- Learn from Our Portfolio Managers: Why We Consider North Square Strategic Income Fund an “All Weather” Fund
- Looking at Preferred Securities as a High-Quality, High Yield Alternative to Address Income-Oriented Investment Goals
- North Square McKee Bond Fund Marks Second Anniversary with Strong Performance
- North Square Moves Up One Place to Join Chicago’s 25 Largest Money Managers
- Earth Day 2023
- Altrinsic Global Investors: “The next 10 years are going to be very, very different than the last 10 years.”
- North Square Altrinsic International Equity Fund Surpasses $100 Million in Assets
- North Square Dynamic Small Cap Fund Surpasses $100 Million in Assets
- Ryan Fero Joins North Square Investments as Internal Sales Consultant
- North Square Investments Ranks No. 355 on the 2023 Inc. 5000
- Algert Global: The Building Blocks of Artificial Intelligence Have Been Part of Our Process
- North Square Caps Fifth Anniversary Year with The 4100 Group Investment
- 2023 North Square Funds Final Distribution Notice
- North Square Investments and Evanston Capital Enter Into An Agreement Regarding Evanston Alternative Opportunities Fund
- CS McKee 2024 Fixed Income Outlook
- Isaac Green Joins North Square Investments as Vice President, Regional Director
- North Square McKee Bond Fund Marks Third Anniversary with 5 Star Overall Morningstar Rating and Robust Asset Growth
- North Square Altrinsic International Equity Fund Marks Third Anniversary With 4-Star Overall Morningstar Rating, Continued Strong Inflows in Assets
- Brian Allen Featured Guest on “Money Life with Chuck Jaffe” Daily Financial Talk Show
- North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2024 Winner
- North Square Investments Acquires Patterson Capital Corporation Through Its CS McKee Affiliate
- CS McKee: “I think in this market in particular, it’s a great time to have an active manager as opposed to a passive allocation.”
- North Square Again Named One of Chicago’s 25 Largest Money Managers
- Advisory Research: “There’s just tremendous value in small caps relative to the rest of the market that we are excited about”
- North Square Tactical Growth Fund Marks Twentieth Anniversary
- North Square Investments Completes the Adoption of Evanston Alternative Opportunities Fund
- Gordon Burrow Joins North Square Investments as Vice President, Regional Director
- North Square Dynamic Small Cap Fund Winner of Active Equities Mutual Fund of the Year at with.Intelligence Mutual Fund & ETF Awards 2024 Ceremony
- Evanston Capital Management: “We see a bunch of very specific opportunities across hedge fund strategies today.”
- North Square Investments Named a 2024 Money Management Institute/Barron’s Industry Awards Finalist
- North Square Investments Expands Mutual Fund Platform with Launch of Kennedy MicroCap Fund
- Kennedy Capital Management: “We’d be excited to have you join our journey in uncovering returns in this under covered, less discovered niche of the public equity universe.”
- Lauryn Muzzey Joins North Square Investments as Internal Sales Associate
- 2024 North Square Funds Distribution Notice – Preliminary Estimates
- North Square Evanston Multi Alpha Fund Third Quarter 2024 Portfolio Review Webinar
- Steve Gongola Joins North Square Investments as Vice President, Regional Director
- North Square Investments Reaches Agreement to Acquire Foundry Partners
- Altrinsic Global Advisors: “We approach each investment with a degree of due diligence as if we were to buy these companies outright with our own capital.”
- North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments
- North Square Funds Surpass $2 Billion in Assets; Lowers Management Fee on Strategic Income Fund (ADVNX)
- North Square Launches RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI)
- CS McKee and Red Cedar’s Core Plus Bond Strategy: Attractive Rates of Current Income and Active Management Uncovering Value
- The North Square Select Small Cap Fund Class I shares (ADVGX) has received its first Morningstar Overall Rating of five stars among 591 Small Blend category funds, based on risk-adjusted performance as of January 31, 2025
- Kennedy Capital Management: “We’re looking for ideas where the market doesn’t understand or maybe they’re not willing to do the work.”
- North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2025 Winner
- Jacqueline Melugin Joins North Square Investments as Internal Sales Consultant
- North Square Investments Completes Acquisition of Foundry Partners Through Its CS McKee Affiliate
- North Square Evanston Multi-Alpha Fund First Quarter 2025 Portfolio Review Webinar
- Navigating Interest Rate Uncertainty with Red Cedar Investment Management’s David Withrow
- Active Insights Podcast: “We are guided by the belief that markets really often misprice securities due to investor mistakes or behavioral biases. And we can use those biases to potentially capture alpha.”
