Active Insights - North Square Investments

2022 North Square Funds Distribution Notice – Preliminary Estimates

2022 North Square Funds Distribution Estimates and Distribution Dates

CS McKee’s fixed income market outlook: “we are getting to a point where there is some real relative value in fixed income”

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.

Company News

John Fitzgibbons Joins North Square Investments as Vice President, Regional Director

Podcasts

Brad Thompson’s Perspective on the History of Bear Markets

In this podcast, North Square Investments CEO and Co-Founder Mark Goodwin discusses the investment approach that C.S. McKee utilizes for tactical asset allocation with C.S. McKee Portfolio Manager and Head of Asset Allocation Brad Thompson. Brad also provides his insights and outlook on the current market environment.

Podcasts

Looking at Creative Ways to Find Portfolio Income in the Current Fixed Income Marketplace

How can income-oriented investors navigate a rising interest rate environment? Mark Goodwin, Chief Executive Officer of North Square Investments discusses strategies with Red Cedar Investment Management\’s Chief Investment Officer John Cassady, Director of Portfolio Management David Withrow and Senior Portfolio Manager Brandon Bajema.

Company News

Re-Investing in the Planet

We are pleased to report that in honor of Earth Day, we have partnered with Evertreen, a London-based organization which hires local farmers in 12 different countries to plant trees to absorb CO2 from the atmosphere. Reducing carbon emissions is

Company News

North Square Joins Ranks of Chicago’s Largest Money Managers

North Square Investments has joined the ranks of Chicago’s largest money managers, ranking 26th by total assets under management as of December 31, 2021, according to Crain’s Chicago Business. North Square Joins Ranks of Chicago’s Largest Money Managers View Crain’s

Podcasts

Advisory Research Investment Management: “We like to think of multiple ways to win with our businesses”

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.

Podcasts

Advisory Research Investment Management: “It’s insightful to appreciate that growth companies are solution companies”

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.

Podcasts

CS McKee’s fixed income strategy and market outlook: “everything really swings on inflation at this point in time”

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.

Podcasts

North Square’s Multi Strategy Approach – A Simple Solution to Achieve a Well-Diversified Portfolio

In this podcast, North Square Investments CEO and Co-Founder Mark Goodwin discusses the investment approach that C.S. McKee utilizes for tactical asset allocation with C.S. McKee Portfolio Manager and Head of Asset Allocation Brad Thompson. Brad also provides his insights and outlook on the current market environment.

Company News

North Square Strategic Income Fund Surpasses $100 Million in Assets

North Square Investments announced today that its North Square Strategic Income Fund (ADVNX), subadvised by Red Cedar Investment Management, achieved a key milestone during the month of January, surpassing $100 million in assets. North Square Strategic Income Fund Surpasses $100