Company News

Daniel Sherman Joins North Square Investments as Internal Sales Associate

North Square Investments today announced that Daniel “DJ” Sherman had joined the firm as an Internal Sales Associate. The announcement was made by Head of Distribution Phil Callahan, who said DJ will report to Vice President and Manager of Internal

Company News

Lauren Reed Joins North Square Investments as Internal Sales Consultant

North Square Investments today announced that Lauren Reed 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 Strategic Income Fund Winner of Active Fixed Income Mutual Fund of the Year at with.Intelligence Mutual Fund & ETF Awards 2026 Ceremony

North Square Strategic Income Fund (ADVNX) was named the winner of the “Active Fixed Income Mutual Fund of the Year Award” at the with.Intelligence Mutual Funds & ETF Awards 2026 ceremony in New York City on February 11th. The active

Company News

North Square Strategic Income Fund (ADVNX) Shortlisted for Active Fixed Income Mutual Fund of the Year by with.Intelligence

For over three decades, the highly-coveted with.Intelligence Mutual Fund & ETF Awards have recognized the people and organizations that have stood out for their excellence, achievements and contributions to the Mutual Fund industry. We are pleased to report the North

Company News

North Square Tactical Growth Fund (ETFOX) Rated a “Strong Buy” by Zacks Investment Research in the Allocation Balanced Category

“North Square Tactical Growth I (ETFOX) is a standout amongst its peers. ETFOX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash,

Podcasts

Active Insights Podcast: CS McKee Micro Cap Equities Strategies

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.

Company News

North Square Investments Again Named One of the “Best Places to Work in Money Management” By Pensions & Investments

North Square Investments was once again named one of the “Best Places to Work in Money Management” By Pensions & Investments. Learn more: North Square Investments was recognized in the 2025 Best Places to Work in Money Management awards announced

Company News

North Square Funds Surpass $3 Billion in Assets with Inflows Fueled by Strong Performance

“Asset growth in our retail fund family this year has been fueled from organic inflows as a result of strong Fund performance across our product offerings,” said North Square Co-Founder and Chief Executive Officer Mark Goodwin. North Square Funds Surpass

Company News

2025 North Square Funds Distribution Notice – Preliminary Estimates

2025 North Square Funds Distribution Estimates and Distribution Dates

Company News

North Square Investments Subadvisor Red Cedar Investment Management Surpasses $1 Billion in Assets Under Management in North Square Funds

North Square Investments (North Square), a multi-boutique manager with a range of product offerings, announced that its fixed income subadvisor Red Cedar Investment Management (Red Cedar) had surpassed $1 billion in assets under management in North Square Funds. View Fund

Company News

North Square Dynamic Small Cap Fund Marks Tenth Anniversary at the Top of Peer Group with Five-Star Overall Morningstar Rating, Based on Risk-Adjusted Performance

Class I shares received 5 Stars Overall from Morningstar among 568 U.S. Small Blend funds for the period ended 9/30/25, based on risk-adjusted performance. For the 3-year period the fund received 5 stars out of 568 funds, while for the

Podcasts

Active Insights Podcast: CS McKee Large Cap Value Team

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.

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