Active Insights - North Square Investments

Looking at Creative Ways to Find Portfolio Income in the Current Fixed Income Marketplace

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.

Company News

Re-Investing in the Planet

We are pleased to report that in honor of Earth Day, we have partnered with Evertreen, a London-based organization which hires local farmers in 12 different countries to plant trees to absorb CO2 from the atmosphere. Reducing carbon emissions is

Company News

North Square Joins Ranks of Chicago’s Largest Money Managers

North Square Investments has joined the ranks of Chicago’s largest money managers, ranking 26th by total assets under management as of December 31, 2021, according to Crain’s Chicago Business. North Square Joins Ranks of Chicago’s Largest Money Managers View Crain’s

Podcasts

Advisory Research Investment Management: “We like to think of multiple ways to win with our businesses”

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.

Podcasts

Advisory Research Investment Management: “It’s insightful to appreciate that growth companies are solution companies”

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.

Podcasts

CS McKee’s fixed income strategy and market outlook: “everything really swings on inflation at this point in time”

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.

Podcasts

North Square’s Multi Strategy Approach – A Simple Solution to Achieve a Well-Diversified Portfolio

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

North Square Strategic Income Fund Surpasses $100 Million in Assets

North Square Investments announced today that its North Square Strategic Income Fund (ADVNX), subadvised by Red Cedar Investment Management, achieved a key milestone during the month of January, surpassing $100 million in assets. North Square Strategic Income Fund Surpasses $100

Company News

David Appleby Joins CS McKee as Vice President – Risk, Quantitative Analysis and Portfolio Construction

CS McKee announced that David Appleby has joined its investment team as Vice President – Risk, Quantitative Analysis and Portfolio Construction. This newly created position is designed to provide additional analysis and support to the team managing CS McKee’s growing

Company News

CS McKee’s 90th Anniversary Year Capped by New Products, New Hires and Record Growth in Assets

CS McKee capped off its 90th anniversary year in 2021 with new products, new additions to its investment management team and record growth in assets under management. CS McKee’s 90th Anniversary Year Capped by New Products, New Hires and Record

Podcasts

CS McKee’s ESG Core Bond Strategy and Approach to Investing

Mark Goodwin, Chief Executive Officer of North Square Investments discusses fixed income investing with a focus on ESG principles and the investment approach of CS McKee with . Brian Allen, Senior Vice President and Portfolio Manager, and Jason Pettner, Quantitative Analyst.

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