Active Insights - North Square Investments

CS McKee Expands Its Investment Capabilities with Three New Portfolio Managers

Paul Frank, Brad Thompson, CFA, and Clayton Wilkin, CFA, have joined CS McKee from Stadion Money Management. CS McKee Expands Its Investment Capabilities with Three New Portfolio Managers

Podcasts

Altrinsic Global Advisors: Searching for Undervalued Companies with a Long-Term Perspective

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments, will discuss international equities and building high conviction equity portfolios with John Hock, Chief Investment Officer with Altrinsic Global Advisors.

Company News

North Square Investments Completes Acquisition of Stadion Funds

The acquisition of the Stadion Funds expands North Square Investments’ specialty offerings with new alternative and tactical strategies. North Square Investments Completes Acquisition of Stadion Funds

Podcasts

Advisory Research Investment Management: “A Research and Ownership Culture is in our DNA”

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.

Investment Strategies

How Oak Ridge’s Search for High Quality Businesses Leads to the FAAMG Stocks

The FAAMG stocks—Facebook Inc. (FB), Apple Inc. (AAPL), Amazon.com Inc (AMZN), Microsoft Corp. (MSFT), and Google, now called Alphabet Inc. (GOOGL)—meet Oak Ridge Investment’s stringent investment criteria. Recently the investment team described how the FAAMG stocks made it into the

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

Podcasts

Strategies to Navigate a Rising Interest Rate Environment

In this podcast, our CEO Mark Goodwin and Red Cedar Investment’s Chief Investment Officer John Cassady and Director of Portfolio Management David Withrow discuss the strategies they believe can enable income-oriented investors to navigate a rising interest rate environment.

Company News

Dan Ellenwood Joins North Square Investments as Chief Compliance Officer

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.