Company News

Gordon Burrow Joins North Square Investments as Vice President, Regional Director

North Square Investments today announced that Gordon Burrow had joined the firm as a vice president and regional director. The announcement was made by CEO Mark Goodwin, who said Gordon will report to Head of Distribution Phil Callahan. Gordon Burrow

Company News

North Square Investments Completes the Adoption of Evanston Alternative Opportunities Fund

Under the terms of the transaction, North Square has become the investment adviser to the recently renamed North Square Evanston Multi-Alpha Fund. North Square Investments Completes the Adoption of Evanston Alternative Opportunities Fund

Company News

North Square Tactical Growth Fund Marks Twentieth Anniversary at the Top of Its Morningstar Peer Group

North Square Tactical Growth Fund marked its 20th anniversary with a number one percentile ranking in its Morningstar peer group category, according to North Square Investments, the Fund’s investment adviser. North Square Tactical Growth Fund Marks Twentieth Anniversary at the

Podcasts

Advisory Research: “There’s just tremendous value in small caps relative to the rest of the market that we are excited about”

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.

Company News

North Square Again Named One of Chicago’s 25 Largest Money Managers

North Square Investments has again been named to Crain’s Chicago Business’ list of 25 largest money managers, ranking 25th by total assets of $11.1 billion under management (AUM) as of December 31, 2023, according to Crain’s Chicago Business. North Square

Podcasts

CS McKee: “I think in this market in particular, it’s a great time to have an active manager as opposed to a passive allocation.”

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

North Square Investments Acquires Patterson Capital Corporation Through Its CS McKee Affiliate

North Square Investments announced it has completed the acquisition of Patterson Capital Corporation, an independently owned fixed income investment adviser in Los Angeles, California, through its majority-owned affiliate CS McKee. North Square Investments Acquires Patterson Capital Corporation Through Its CS

Company News

North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2024 Winner

The North Square Preferred and Securities Income Fund (ORDNX) has been named a LSEG Lipper Fund Awards USA 2024 Winner for its consistently strong risk-adjusted three-, five-, and 10-year performance relative to its peers in the Best Flexible Income Funds

Markets|Company News

Brian Allen Featured Guest on “Money Life with Chuck Jaffe” Daily Financial Talk Show

CS McKee Senior Vice President and Chief Investment Officer Brian Allen, a portfolio manager of the North Square McKee Bond Fund, is the featured guest on “The Big Interview” segment of “Money Life with Chuck Jaffe” today. In this in-depth

Company News

North Square Altrinsic International Equity Fund Marks Third Anniversary With 4-Star Overall Morningstar Rating, Continued Strong Inflows in Assets

Altrinsic International Equity Class I shares (NSIVX) were rated four stars Overall by Morningstar among 698 Foreign Large Blend funds and four stars out of 698 funds for the three-year period ended 12/31/23 based on risk-adjusted performance.  North Square Altrinsic

Company News

North Square McKee Bond Fund Marks Third Anniversary with 5 Star Overall Morningstar Rating and Robust Asset Growth

North Square McKee Bond Fund marked its third anniversary with top decile performance for the three-year period ended December 31, 2023 and its first Morningstar Overall Rating of five stars, according to North Square Investments, the Fund’s investment adviser. North

Company News

Isaac Green Joins North Square Investments as Vice President, Regional Director

North Square Investments announced that Isaac Green had joined the firm as a vice president and regional director. The announcement was made by CEO Mark Goodwin, who said Isaac will report to Head of Distribution Phil Callahan. Isaac Green Joins

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