Company News

Lauryn Muzzey Joins North Square Investments as Internal Sales Associate

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

Podcasts

Kennedy Capital Management: “We’d be excited to have you join our journey in uncovering returns in this under covered, less discovered niche of the public equity universe.”

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

North Square Investments Expands Mutual Fund Platform with Launch of Kennedy MicroCap Fund

North Square Investments (North Square), a multi-boutique manager with a range of product offerings, has launched the Kennedy MicroCap Fund (NKMCX), the company announced today. North Square Investments Expands Mutual Fund Platform with Launch of Kennedy MicroCap Fund

Company News

North Square Investments Named a 2024 Money Management Institute/Barron’s Industry Awards Finalist

North Square Investments (North Square), a multi-boutique manager with a range of product offerings, has been named as a finalist for the 2024 Money Management Institute/Barron’s Industry Awards. North Square was named as a finalist in the “Asset Manager of

Company News

North Square Dynamic Small Cap Fund Winner of Active Equities Mutual Fund of the Year at with.Intelligence Mutual Fund & ETF Awards 2024 Ceremony

North Square Dynamic Small Cap Fund (ORSIX) was named the winner of the “Active Equities Mutual Fund of the Year Award” at the with.Intelligence Mutual Funds & ETF Awards 2024 ceremony in New York City on June 18th. The Active

Company News

Gordon Burrow Joins North Square Investments as Vice President, Regional Director

North Square Investments today announced that Gordon Burrow had joined the firm as a vice president and regional director. The announcement was made by CEO Mark Goodwin, who said Gordon will report to Head of Distribution Phil Callahan. Gordon Burrow

Company News

North Square Tactical Growth Fund Marks Twentieth Anniversary

Learn more about how the North Square Tactical Growth Fund marked its 20th anniversary within its Morningstar peer group category. View North Square Tactical Growth Fund Twentieth Anniversary Press Release For the 20-year period ended May 2, 2024, North Square

Podcasts

Advisory Research: “There’s just tremendous value in small caps relative to the rest of the market that we are excited about”

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

North Square Again Named One of Chicago’s 25 Largest Money Managers

North Square Investments has again been named to Crain’s Chicago Business’ list of 25 largest money managers, ranking 25th by total assets of $11.1 billion under management (AUM) as of December 31, 2023, according to Crain’s Chicago Business. North Square

Podcasts

CS McKee: “I think in this market in particular, it’s a great time to have an active manager as opposed to a passive allocation.”

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.

Company News

North Square Investments Acquires Patterson Capital Corporation Through Its CS McKee Affiliate

North Square Investments announced it has completed the acquisition of Patterson Capital Corporation, an independently owned fixed income investment adviser in Los Angeles, California, through its majority-owned affiliate CS McKee. North Square Investments Acquires Patterson Capital Corporation Through Its CS

Company News

North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards USA 2024 Winner

The North Square Preferred and Securities Income Fund (ORDNX) has been named a LSEG Lipper Fund Awards USA 2024 Winner for its consistently strong risk-adjusted three-, five-, and 10-year performance relative to its peers in the Best Flexible Income Funds

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