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

The North Square Altrinsic International Equity Fund marked its third anniversary with strong performance for the three-year period ended December 31, 2023 and its first Morningstar Overall Rating of four stars, according to North Square Investments, the Fund’s investment adviser.

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

Markets

CS McKee 2024 Fixed Income Outlook

“With nominal and real interest rates at their highest levels in 15 years and inflation trending lower, we think this is a very opportune time for individual and institutional investors to increase portfolio allocations to fixed income.” Our affiliate CS

Company News

North Square Investments and Evanston Capital Enter Into An Agreement Regarding Evanston Alternative Opportunities Fund

Under the terms of the agreement, North Square will expand its alternative investment offerings and broaden the investor base able to access Evanston Capital’s investment expertise. North Square Investments and Evanston Capital Enter Into An Agreement Regarding Evanston Alternative Opportunities

Company News

2023 North Square Funds Final Distribution Notice

2023 North Square Funds Capital Gains and Distributions Final Notice

Company News

North Square Caps Fifth Anniversary Year with The 4100 Group Investment

“The strategic investment from The 4100 Group has provided North Square with significant additional capital to allow us to continue to progress with our ambitious growth plans,” said North Square CEO and Co-founder Mark Goodwin. “And it caps an anniversary

Podcasts

Algert Global: The Building Blocks of Artificial Intelligence Have Been Part of Our Process

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

North Square Investments Ranks No. 355 on the 2023 Inc. 5000

Inc. revealed today that North Square Investments ranks No. 355 on the 2023 Inc. 5000, its annual list of the fastest-growing private companies in America. North Square Investments Ranks No. 355 on the 2023 Inc. 5000

Company News

Ryan Fero Joins North Square Investments as Internal Sales Consultant

North Square Investments today announced that Ryan Fero had joined the firm as an internal sales consultant, supporting Northeast Regional Director Brendan Kinnarney and Southeast Regional Director John Fitzgibbons. The announcement was made by Senior Managing Director and Head of

Company News

North Square Dynamic Small Cap Fund Surpasses $100 Million in Assets

The North Square Dynamic Small Cap Fund has surpassed $100 million in assets, propelled by inflows sparked by strong Fund performance and investor demand for distinct, alpha-generating active investment managers, according to North Square Investments, the Fund’s investment adviser. North

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