Company News

Jim Gentleman Joins North Square Investments as New Head of Alternatives & RIA Distribution

North Square Investments today announced that Jim Gentleman had joined the firm as the Head of Alternatives & RIA Distribution. North Square Head of Distribution Philip Callahan made the announcement. Jim Gentleman Joins North Square Investments as New Head of

Podcasts

Active Insights Podcast with Algert Global: “At the end of the day, it’s really our ideas and the people behind those ideas that drive the portfolios, but it’s the technology that really enables those ideas.”

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss Algert Global\’s quantitative approach to fundamental equity investing with Ryan LaFond, Co-Chief Investment Officer. Algert Global is a partner firm in the North Square platform and sub-advisor to North Square Dynamic Small Cap Fund, ticker ORSIX.

Podcasts

Active Insights Podcast with Red Cedar Investment Management – “With more tools, it gives you potentially more ways in which to outperform the market.”

Red Cedar Investment Management\’s Managing Partner, Chief Executive Officer and Co-Chief Investment Officer John Cassady and Partner and Co-Chief Investment Officer Brandon Bajema discuss the fixed-income markets with Mark Goodwin, Chief Executive Officer of North Square Investments.

Company News

North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2026 Winner

The North Square North Square Preferred and Income Securities Fund was selected from among 22 Flexible Income Funds for 3 Years for the period ended November 30, 2025, Lipper announced. Please use the link below to read our press release:

Company News

North Square Strategic Income Fund (ADVNX) Surpasses $1 Billion in Net Assets

Propelled by inflows fueled by strong performance, North Square Strategic Income Fund (ADVNX) has surpassed $1 billion in net assets, according to North Square Investments, the Fund’s investment adviser. North Square Strategic Income Fund (ADVNX) Surpasses $1 Billion in Net

Company News

Daniel Sherman Joins North Square Investments as Internal Sales Associate

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

Company News

Lauren Reed Joins North Square Investments as Internal Sales Consultant

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

Company News

North Square Strategic Income Fund Winner of Active Fixed Income Mutual Fund of the Year at with.Intelligence Mutual Fund & ETF Awards 2026 Ceremony

North Square Strategic Income Fund (ADVNX) was named the winner of the “Active Fixed Income Mutual Fund of the Year Award” at the with.Intelligence Mutual Funds & ETF Awards 2026 ceremony in New York City on February 11th. The active

Company News

North Square Strategic Income Fund (ADVNX) Shortlisted for Active Fixed Income Mutual Fund of the Year by with.Intelligence

For over three decades, the highly-coveted with.Intelligence Mutual Fund & ETF Awards have recognized the people and organizations that have stood out for their excellence, achievements and contributions to the Mutual Fund industry. We are pleased to report the North

Company News

North Square Tactical Growth Fund (ETFOX) Rated a “Strong Buy” by Zacks Investment Research in the Allocation Balanced Category

“North Square Tactical Growth I (ETFOX) is a standout amongst its peers. ETFOX is a part of the Allocation Balanced fund category; these funds like to invest in a variety of asset types, finding a balance between stocks, bonds, cash,

Podcasts

Active Insights Podcast: CS McKee Micro Cap Equities Strategies

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss micro-cap equity investing with CS McKee Director of Micro and Small Cap Equities Eric Holmes, CFA. CS McKee is a partner firm in the North Square platform and manages the Micro Cap Value and Micro Cap Value Plus Portfolios, which are separately managed account investment strategies offered by North Square.

Company News

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

North Square Investments was once again named one of the “Best Places to Work in Money Management” By Pensions & Investments. Learn more: North Square Investments was recognized in the 2025 Best Places to Work in Money Management awards announced

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