Investment Strategies

The Evolution of Small Cap Investing – No Small Matter

Algert Evolution Of Small Cap Investing Whitepaper Fourth Quarter 2021 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

CS McKee’s Active, Low Duration Fixed Income Strategy

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

2021 North Square Funds Distribution Notice – Final Amounts

Please use the link below to view the capital gains distributions scheduled to be paid by the North Square Funds in December 2021. 2021 North Square Funds Distributions – Final Amounts

Investment Strategies

North Square Tactical Growth Fund: The Importance of Managing Risk While Taking Income

North Square’s tactical approach during the income phase provides exposure to the market, but also adds on an important risk management component when times get tough. Unlike benchmarked strategies, the North Square Tactical Growth Fund can maintain or reduce equity

Investment Strategies

North Square Trilogy Alternative Return Fund: Portfolio Strategy for a Rising Rate Environment

The Trilogy Alternative Return Fund is a total return, alternative strategy with an emphasis on lower risk and volatility than the U.S. equity markets. Multiple strategies are blended to attempt to reduce risk in changing market conditions. Please click on

Investment Strategies

Searching for Income Opportunities in the “Middle Ground” of the Debt Capital Structure

Many investors have searched for opportunities to enhance yields on portfolios without adding significant risk, or at least, diversifying their risk appropriately. One possible solution to consider is a strategy with the ability to find opportunities globally across the capital

Company News

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

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 in Money Management” By Pensions

Podcasts

North Square Trilogy Alternative Return Fund: Blending Multiple Strategies to Reduce Risk in Changing Market Conditions

North Square Investments CEO and Co-Founder Mark Goodwin discusses the investment approach that C.S. McKee utilizes for tactical asset allocation with C.S. McKee Portfolio Manager and Head of Asset Allocation Brad Thompson and Portfolio Manager Clayton Wilkin. Mark, Brad and Clayton will specifically delve into the investment approach of the North Square Trilogy Alternative Return Fund.

Company News

AdvisorShares Announces CS McKee as Sub-Advisor to ESG Core Bond ETF (Ticker: MENV) and Ultra-Low Duration Fixed Income ETF (Ticker: HOLD)

AdvisorShares, a leading sponsor of actively managed ETFs, announced today that CS McKee, an affiliated manager of North Square Investments, will assume sub-advisor responsibilities of the AdvisorShares FolioBeyond Smart Core Bond ETF (NYSE Arca: FWDB) and the AdvisorShares Sage Core

Podcasts

North Square Tactical Defensive Fund: Seeking to Generate Positive Returns Over Time with Lower Volatility

In this podcast, North Square Investments CEO and Co-Founder Mark Goodwin discusses the investment approach that C.S. McKee utilizes for tactical asset allocation with C.S. McKee Portfolio Manager and Head of Asset Allocation Brad Thompson. Brad also provides his insights and outlook on the current market environment.

Podcasts

Fixed-Income Strategies to Navigate Today’s Challenging Markets

In this podcast, our CEO Mark Goodwin and Red Cedar Investment Management’s Chief Investment Officer John Cassady and Director of Portfolio Management David Withrow discuss the strategies Red Cedar believes can enable income-oriented investors to navigate today’s challenging markets.

Company News

Achieving Significant Milestones, North Square Investments Celebrates Third Anniversary

North Square Investments is celebrating the third anniversary of its founding this month, having achieved a number of significant milestones Including acquisitions, growth in assets under management and advisement, new product offerings and key hires. Achieving Significant Milestones, North Square

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