Company News

North Square Kennedy MicroCap Fund Marked its First Anniversary with a Number One Percentile Ranking in its Morningstar Small Blend Category, Ranking First Among 609 Funds, Based on Total Returns

For the one-year period ended June 10, 2025, North Square Kennedy MicroCap Fund Class I shares (NKMCX) finished among the top 1% of funds in its Morningstar Small Blend category, ranking first among 609 funds, based on total returns. (As

Podcasts

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.”

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss CS McKee\’s approach to equity investing with Portfolio Managers Mark Roach and Mario Tufano. Mark and Mario joined CS McKee with the acquisition of Foundry Capital, a boutique equity investment manager, primarily advising institutional investors since 2013.

Markets|Video

Navigating Interest Rate Uncertainty with Red Cedar Investment Management’s David Withrow

  http://northsquareinvest.com/wp-content/uploads/2025/05/North-Square-Investments_-Navigating-Interest-Rate-Uncertainty.mp4 Asset TV’s Fixed Income Masterclass Review In this Video, David Withrow, CFA®, Managing Partner and Senior Market Strategist at Red Cedar Investment Management, explores strategies for maximizing yield and controlling duration by leveraging inefficiencies in preferred, hybrid, and

Video

North Square Evanston Multi-Alpha Fund First Quarter 2025 Portfolio Review Webinar

Evanston Capital Management’s Founding Partner, Chief Executive Officer and Chief Investment Officer Adam Blitz, CFA, provides a review of the North Square Evanston Multi-Alpha Fund’s First quarter 2025 performance. Important Fund Information and Disclosures: The North Square Evanston Multi Alpha

Company News

North Square Investments Completes Acquisition of Foundry Partners Through Its CS McKee Affiliate

North Square Investments announced it has completed the acquisition of Foundry Partners through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and Chief Executive Officer of North Square Investments, who said Foundry Partners will

Company News

Jacqueline Melugin Joins North Square Investments as Internal Sales Consultant

North Square Investments today announced that Jacqueline Melugin had joined the firm as an Internal Sales Consultant. The announcement was made by Head of Distribution Phil Callahan, who said Jacqueline will report to Vice President and Manager of Internal Sales

Company News

North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2025 Winner

The North Square North Square Preferred and Securities Income Fund was selected from among 22 Flexible Income Funds for 3 Years; 22 Funds for 5 years and 15 funds for 10 Years, for the period ended November 30, 2024, according

Podcasts

Kennedy Capital Management: “We’re looking for ideas where the market doesn’t understand or maybe they’re not willing to do the work.”

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments discusses Kennedy Capital Management\’s approach to equity investing with Donald Cobin, President and CEO, Sean McMahon, Portfolio Manager and Anna Damato, Assistant Portfolio Manager and Research Analyst.

Company News

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

Class I shares also received five stars for the three-year period ended 1/31/25 among 591 Small Blend category funds, but has not yet received ratings for five or ten years. For the same period, the Select Small Cap Fund finished

Podcasts

CS McKee and Red Cedar’s Core Plus Bond Strategy: Attractive Rates of Current Income and Active Management Uncovering Value

Mark Goodwin, Chief Executive Officer of North Square Investments, Brian Allen, Chief Investment Officer with CS McKee, and John Cassady, Co-Chief Investment Officer with Red Cedar Investment Management discuss the fixed-income market and the advantages these two portfolio management teams bring to North Square\’s Core Plus Bond strategy.

Company News

North Square Launches RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI)

North Square Investments has launched the North Square RCIM Tax-Advantaged Preferred and Income Securities ETF, (QTPI), the company announced today. The RCIM Tax-Advantaged Preferred and Income Securities ETF is being subadvised by Red Cedar Investment Management. North Square Launches RCIM

Company News

North Square Funds Surpass $2 Billion in Assets; Lowers Management Fee on Strategic Income Fund (ADVNX)

North Square Investments announced its mutual fund family has surpassed $2 billion in assets.  Along with the growth in assets, North Square said it was lowering the management fee on one of its most popular mutual funds, the North Square

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