Active Insights - Page 2 of 11 - North Square Investments

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

Company News

North Square Funds Surpass $3 Billion in Assets with Inflows Fueled by Strong Performance

“Asset growth in our retail fund family this year has been fueled from organic inflows as a result of strong Fund performance across our product offerings,” said North Square Co-Founder and Chief Executive Officer Mark Goodwin. North Square Funds Surpass

Company News

2025 North Square Funds Distribution Notice – Preliminary Estimates

2025 North Square Funds Distribution Estimates and Distribution Dates

Company News

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