Active Insights - Page 2 of 11 - North Square Investments

2025 North Square Funds Distribution Notice – Preliminary Estimates

2025 North Square Funds Distribution Estimates and Distribution Dates

North Square Investments Subadvisor Red Cedar Investment Management Surpasses $1 Billion in Assets Under Management in North Square Funds

North Square Investments (North Square), a multi-boutique manager with a range of product offerings, announced that its fixed income subadvisor Red Cedar Investment Management (Red Cedar) had surpassed $1 billion in assets under management in North Square Funds. View Fund

Company News

North Square Dynamic Small Cap Fund Marks Tenth Anniversary at the Top of Peer Group with Five-Star Overall Morningstar Rating, Based on Risk-Adjusted Performance

Class I shares received 5 Stars Overall from Morningstar among 568 U.S. Small Blend funds for the period ended 9/30/25, based on risk-adjusted performance. For the 3-year period the fund received 5 stars out of 568 funds, while for the

Podcasts

Active Insights Podcast: CS McKee Large Cap Value Team

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss large-cap equity investing with CS McKee Portfolio Managers Mary Jane Matts, Ted Moore, and Graham Harkins. CS McKee is a partner firm in the North Square platform and manages the Large Cap Value Portfolio, which is a separately managed account investment strategy offered by North Square.

Podcasts

Active Insights Podcast With CS McKee Small Cap Value Portfolio Managers Mark Roach and Mario Tufano

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss CS McKee\’s approach to equity investing with Portfolio Managers Mark Roach and Mario Tufano. Mark and Mario joined CS McKee with the acquisition of Foundry Capital, a boutique equity investment manager, primarily advising institutional investors since 2013.

Investment Strategies|Markets|Video

Red Cedar Investment Management’s John Cassady III On Multi-Sector Fixed Income Investing

John Cassady III, CFA, CEO and Co-Chief Investment Officer of Red Cedar Investment Management, joined Keith Black, Managing Director of RIA Channel, to discuss how managers navigate the risks and inefficient markets in multi-sector fixed income investing. Please click on

Podcasts

Active Insights Podcast with CS McKee: “It’s best we take one step forward and be patient and get really a better handle on just how long this uptick in inflation will last.”

In this podcast, CS McKee Chief Investment Officer and Portfolio Manager Brian Allen and Mark Goodwin, Chief Executive Officer of North Square Investments discuss the fixed-income market, positioning for fixed-income portfolios and the outlook through the end of the year.

Company News

North Square Investments Announces Acquisition by Azimut Group

North Square Investments goes global with acquisition by Azimut Group! View Press Release

Company News

North Square Kennedy MicroCap Fund Marked its First Anniversary with a Number One Percentile Ranking in its Morningstar Small Blend Category, Ranking First Among 609 Funds, Based on Total Returns

For the one-year period ended June 10, 2025, North Square Kennedy MicroCap Fund Class I shares (NKMCX) finished among the top 1% of funds in its Morningstar Small Blend category, ranking first among 609 funds, based on total returns. (As

Podcasts

Active Insights Podcast: “We are guided by the belief that markets really often misprice securities due to investor mistakes or behavioral biases. And we can use those biases to potentially capture alpha.”

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments will discuss CS McKee\’s approach to equity investing with Portfolio Managers Mark Roach and Mario Tufano. Mark and Mario joined CS McKee with the acquisition of Foundry Capital, a boutique equity investment manager, primarily advising institutional investors since 2013.

Markets|Video

Navigating Interest Rate Uncertainty with Red Cedar Investment Management’s David Withrow

Asset TV’s Fixed Income Masterclass Review In this Video, David Withrow, CFA®, Managing Partner and Senior Market Strategist at Red Cedar Investment Management, explores strategies for maximizing yield and controlling duration by leveraging inefficiencies in preferred, hybrid, and securitized

Company News

North Square Investments Completes Acquisition of Foundry Partners Through Its CS McKee Affiliate

North Square Investments announced it has completed the acquisition of Foundry Partners through its majority-owned affiliate CS McKee. The announcement was made by Mark Goodwin, the Co-Founder and Chief Executive Officer of North Square Investments, who said Foundry Partners will