Active Insights - North Square Investments

Active Insights Podcast With CS McKee Small Cap Value Portfolio Managers Mark Roach and Mario Tufano

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.

Investment Strategies|Markets|Video

Red Cedar Investment Management’s John Cassady III On Multi-Sector Fixed Income Investing

John Cassady III, CFA, CEO and Co-Chief Investment Officer of Red Cedar Investment Management, joined Keith Black, Managing Director of RIA Channel, to discuss how managers navigate the risks and inefficient markets in multi-sector fixed income investing. Please click on

Podcasts

Active Insights Podcast with CS McKee: “It’s best we take one step forward and be patient and get really a better handle on just how long this uptick in inflation will last.”

Mark Goodwin, CEO of North Square Investments discusses fixed income investing for capital preservation and the investment approach of CS McKee with Brian Allen, Senior Vice President and Portfolio Manager.

Video

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

Evanston Capital Management’s Partner and co-Chief Investment Officer kristen vangelder, CFA, provides a review of the North Square Evanston Multi-Alpha Fund’s SECOND quarter 2025 performance. Important Fund Information and Disclosures: The North Square Evanston Multi Alpha Fund was formerly known

Company News

North Square Investments Announces Acquisition by Azimut Group

North Square Investments goes global with acquisition by Azimut Group! View Press Release

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