Active Insights - North Square Investments

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

Finding Strategic Income Opportunities in the Midst of Market Uncertainty

In this podcast, Red Cedar Investment’s John Cassady and David Withrow discuss where they are finding opportunities for income-oriented portfolios in this volatile market, and their outlook and positioning for the near future.

Podcasts

Strategic Income Solutions from A Portfolio of Best Ideas

In this podcast, John Cassady, Chief Investment Officer, and David Withrow, Director of Portfolio Management discuss their investment philosophy and process and how they uncover opportunities for the fixed income portfolios they manage.

Investment Strategies

The Evolution of Small Cap Investing – No Small Matter

Algert Evolution Of Small Cap Investing Whitepaper Fourth Quarter 2020 At Algert Global, there are three growing areas they have focused their research and development efforts on as it relates to U.S. small cap equities: 1. First, they assess how

Podcasts

Oak Ridge Investments: On a Mission to Find High Quality Best-in-Class Companies

Oak Ridge Investments has a long history of success with their approach of fundamental equity investing. In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss their approach to building high-conviction equity portfolios with Rob McVicker, Executive Vice President and Senior Portfolio Manager.

Investment Strategies

Red Cedar BrightTALK Webinar Replay – Opportunities in Preferred Securities

Red Cedar Investment Management was featured in a BrightTALK webinar on Wednesday, January 20th, titled, “Opportunities in Preferred Securities.” John Cassady, CFA, managing partner, CEO and CIO and David Withrow, CFA, managing partner and director of portfolio management, discussed how

Investment Strategies

C.S. McKee BrightTALK Webinar Replay – Outlook for Core Fixed Income in 2021

C.S. McKee Portfolio Managers Brian Allen, CFA, and Andrew Faderewski, CFA, hosted a comprehensive BrightTALK presentation on Wednesday, January 20th on the “Outlook for Core Fixed Income in 2021” – How can an active investor add value in high grade

Podcasts

A Team Approach Focused on High Quality, Liquidity and Downside Protection Potential

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments, discusses taxable fixed income with C.S. McKee President Mark Gensheimer and Senior Vice President and Portfolio Manager Brian Allen, and the investment approach that C.S. McKee has utilized for institutional investors for decades. Mark Gensheimer and Brian Allen also share their insights and outlook for this sector of the market.

Investment Strategies

Red Cedar Investment Management – 2021 Outlook

Red Cedar Investment Management Outlook 2021 Red Cedar Investment Management’s Chief Investment Officer, John Cassady and Director of Macro Strategy, Mitch Stapley share their 2021 outlook.

Company News

North Square Investments Expands Mutual Fund Platform with New McKee Bond Fund

Company News

2020 North Square Funds Distribution Notice

2020 North Square Funds Distributions and Distribution Dates

Company News

North Square Investments Expands Mutual Fund Platform with Altrinsic International Equity Fund

Investment Strategies

Discover Income Opportunities in A Widely Misunderstood Asset Class

Red Cedar Opportunties In Preferred Securities White Paper First Quarter 2021

Podcasts

A Differentiated Approach to Fundamental Equity Investing

Algert Global believes there are inefficiencies in global equity markets that result from the behavioral biases of human market participants. In this podcast, you will learn more about Algert\’s strategy to exploit these opportunities.

Company News

C.S. McKee Joins UN-Supported Principles for Responsible Investment