Active Insights - North Square Investments

North Square Trilogy Alternative Return Fund: Blending Multiple Strategies to Reduce Risk in Changing Market Conditions

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 and Portfolio Manager Clayton Wilkin. Mark, Brad and Clayton will specifically delve into the investment approach of the North Square Trilogy Alternative Return Fund.

Company News

AdvisorShares Announces CS McKee as Sub-Advisor to ESG Core Bond ETF (Ticker: MENV) and Ultra-Low Duration Fixed Income ETF (Ticker: HOLD)

AdvisorShares, a leading sponsor of actively managed ETFs, announced today that CS McKee, an affiliated manager of North Square Investments, will assume sub-advisor responsibilities of the AdvisorShares FolioBeyond Smart Core Bond ETF (NYSE Arca: FWDB) and the AdvisorShares Sage Core

Company News

2021 North Square Funds Distribution Notice – Preliminary Estimates

2021 North Square Funds Distribution Estimates and Distribution Dates

Podcasts

North Square Tactical Defensive Fund: Seeking to Generate Positive Returns Over Time with Lower Volatility

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.

John Cassady, Chief Investment Officer, and David Withrow, Director of Portfolio Management

Podcasts

Fixed-Income Strategies to Navigate Today’s Challenging Markets

In this podcast, our CEO Mark Goodwin and Red Cedar Investment Management’s Chief Investment Officer John Cassady and Director of Portfolio Management David Withrow discuss the strategies Red Cedar believes can enable income-oriented investors to navigate today’s challenging markets.

Company News

Achieving Significant Milestones, North Square Investments Celebrates Third Anniversary

North Square Investments is celebrating the third anniversary of its founding this month, having achieved a number of significant milestones Including acquisitions, growth in assets under management and advisement, new product offerings and key hires. Achieving Significant Milestones, North Square

Podcasts

CS McKee: Three Distinct Strategies with the Common Thread of Managing Risk and Volatility

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

Brendan Kinnarney, Joe Michelotti and Steve Schneider Join North Square Investments

Industry veterans Brendan Kinnarney, Joe Michelotti and Steve Schneider have joined the firm’s Distribution team as vice presidents. Brendan Kinnarney, Joe Michelotti and Steve Schneider Join North Square Investments

Company News

CS McKee Expands Its Investment Capabilities with Three New Portfolio Managers

Paul Frank, Brad Thompson, CFA, and Clayton Wilkin, CFA, have joined CS McKee from Stadion Money Management. CS McKee Expands Its Investment Capabilities with Three New Portfolio Managers

Podcasts

Altrinsic Global Advisors: Searching for Undervalued Companies with a Long-Term Perspective

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments, will discuss international equities and building high conviction equity portfolios with John Hock, Chief Investment Officer with Altrinsic Global Advisors.

Company News

North Square Investments Completes Acquisition of Stadion Funds

The acquisition of the Stadion Funds expands North Square Investments’ specialty offerings with new alternative and tactical strategies. North Square Investments Completes Acquisition of Stadion Funds

Podcasts

Advisory Research Investment Management: “A Research and Ownership Culture is in our DNA”

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.