Active Insights - North Square Investments

North Square McKee Bond Fund Marks Second Anniversary with Strong Performance

Click here to read the press release Principal Risks of Investing, McKee Bond Fund: Risk is inherent in all investing including an investment in the Fund. An investment in the Fund involves certain principal risks, including, among others: Fixed Income

Podcasts

Looking at Preferred Securities as a High-Quality, High Yield Alternative to Address Income-Oriented Investment Goals

[audio mp3="http://northsquareinvest.com/wp-content/uploads/2023/03/23.02.27_SGI_NorthSquare_RedCedar_Podcast-AUDIO.mp3"][/audio] Mark Goodwin, Chief Executive Officer of North Square Investments, discusses the strategies Red Cedar Investment Management believes will enable investors to address their income-oriented investment goals with Red Cedar Investment Management’s Chief Investment Officer John Cassady, Director

Video

Learn from Our Portfolio Managers: Why We Consider North Square Strategic Income Fund an “All Weather” Fund

Red Cedar Investment Management’s Director of Portfolio Management David Withrow explains why we consider North Square Strategic Income Fund an “all weather” fund. Click here to read the transcript The opinions expressed are those of Red Cedar Investments. Principal Risks

Video

Learn from Our Portfolio Managers: How Strategic Income Fits Into Investor Portfolios

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.

Video

Learn from Our Portfolio Managers: Red Cedar’s Investment Process

Red Cedar Investment Management’s Director of Portfolio Management David Withrow discusses Red Cedar’s investment process. Click here to read the transcript The opinions expressed are those of Red Cedar Investments. Principal Risks of Investing, North Square Strategic Income Fund: Risk

Video

Learn from Our Portfolio Managers: The History of Red Cedar Investment Management

Red Cedar Investment Management’s Director of Portfolio Management David Withrow and Chief Investment Officer John Cassady talk about the history of their firm. Click here to read the transcript The opinions expressed are those of Red Cedar Investments. Principal Risks

Company News

Aidan Glynn Joins North Square Investments as Internal Sales Consultant

North Square Investments announced that Aidan Glynn had joined the firm as an internal sales consultant, supporting Northeast Regional Director Brendan Kinnarney and Southeast Regional Director John Fitzgibbons. Aidan Glynn Joins North Square Investments as Internal Sales Consultant

Company News

CS McKee 2023 Market Outlook: Declining Inflation Offers Hope of a Fed Pivot

CS McKee is an institutional investment manager located in Pittsburgh, PA. Founded in 1931, the firm has managed equity and fixed income portfolios since 1972. Click here to read CS McKee’s 2023 market outlook and current portfolio positioning.

Company News

2022 North Square Funds Distribution Notice – Final Amounts

Please use the link below to view the capital gains distributions paid by the North Square Funds in December 2022. 2022 North Square Funds Distributions – Final Amounts

Company News

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

For the second consecutive year, North Square Investments was named one of the “Best Places to Work in Money Management” by Pensions & Investments, among firms with 20-49 employees. North Square Investments Named One of the “Best Places to Work

Podcasts

CS McKee’s fixed income market outlook: “we are getting to a point where there is some real relative value in fixed income”

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

John Fitzgibbons Joins North Square Investments as Vice President, Regional Director