Active Insights - North Square Investments

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

Podcasts

CS McKee: Three Distinct Strategies with the Common Thread of Managing Risk and 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.

Company News

Brendan Kinnarney, Joe Michelotti and Steve Schneider Join North Square Investments

Industry veterans Brendan Kinnarney, Joe Michelotti and Steve Schneider have joined the firm’s Distribution team as vice presidents. Brendan Kinnarney, Joe Michelotti and Steve Schneider Join North Square Investments

Company News

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.