Podcasts

CS McKee and Red Cedar’s Core Plus Bond Strategy: Attractive Rates of Current Income and Active Management Uncovering Value

Mark Goodwin, Chief Executive Officer of North Square Investments, Brian Allen, Chief Investment Officer with CS McKee, and John Cassady, Co-Chief Investment Officer with Red Cedar Investment Management discuss the fixed-income market and the advantages these two portfolio management teams bring to North Square\’s Core Plus Bond strategy.
Company News

North Square Launches RCIM Tax-Advantaged Preferred and Income Securities ETF (QTPI)

North Square Investments has launched the North Square RCIM Tax-Advantaged Preferred and Income Securities ETF, (QTPI), the company announced today. The RCIM Tax-Advantaged Preferred and Income Securities ETF is being subadvised by Red Cedar Investment Management. North Square Launches RCIM
Company News

North Square Funds Surpass $2 Billion in Assets; Lowers Management Fee on Five-Star* Strategic Income Fund (ADVNX)

North Square Investments announced its mutual fund family has surpassed $2 billion in assets.  Along with the growth in assets, North Square said it was lowering the management fee on one of its most popular mutual funds, the North Square
Company News

North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments

North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments North Square Investments was recognized in the 2024 Best Places to Work in Money Management awards announced by Pensions & Investments today.
Podcasts

Altrinsic Global Advisors: “We approach each investment with a degree of due diligence as if we were to buy these companies outright with our own capital.”

Mark Goodwin, Chief Executive Officer of North Square Investments, discusses international equities and building high-conviction equity portfolios with John Hock, Founder and Chief Investment Officer of Altrinsic Global Advisors.
Company News

North Square Investments Reaches Agreement to Acquire Foundry Partners

North Square Investments announced it has reached agreement to acquire Foundry Partners, LLC, an independently owned value-oriented investment adviser with headquarters in Cleveland, Ohio, through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and
Company News

Steve Gongola Joins North Square Investments as Vice President, Regional Director

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

North Square Evanston Multi Alpha Fund Third Quarter 2024 Portfolio Review Webinar

Evanston Capital Management’s Founding Partner, Chief Executive Officer and Chief Investment Officer Adam Blitz, CFA, provides a review of the North Square Evanston Multi Alpha Fund’s third quarter 2024 performance. Important Fund Information and Disclosures: The North Square Evanston Multi
Company News

2024 North Square Funds Distribution Notice – Preliminary Estimates

2024 North Square Funds Distribution Estimates and Distribution Dates
Company News

Lauryn Muzzey Joins North Square Investments as Internal Sales Associate

North Square Investments today announced that Lauryn Muzzey  had joined the firm as an Internal Sales Associate. The announcement was made by Head of Distribution Phil Callahan, who said Lauryn will report to Vice President and Manager of Internal Sales
Podcasts

Kennedy Capital Management: “We’d be excited to have you join our journey in uncovering returns in this under covered, less discovered niche of the public equity universe.”

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 Investments Expands Mutual Fund Platform with Launch of Kennedy MicroCap Fund

North Square Investments (North Square), a multi-boutique manager with a range of product offerings, has launched the Kennedy MicroCap Fund (NKMCX), the company announced today. North Square Investments Expands Mutual Fund Platform with Launch of Kennedy MicroCap Fund

We’re here to help add strategic value to your client portfolios. Stay connected with our suite of asset managers and investment strategies.

GET IN TOUCH