Company News

Ryan Fero Joins North Square Investments as Internal Sales Consultant

North Square Investments today announced that Ryan Fero had joined the firm as an internal sales consultant, supporting Northeast Regional Director Brendan Kinnarney and Southeast Regional Director John Fitzgibbons. The announcement was made by Senior Managing Director and Head of

Company News

North Square Dynamic Small Cap Fund Surpasses $100 Million in Assets

The North Square Dynamic Small Cap Fund has surpassed $100 million in assets, propelled by inflows sparked by strong Fund performance and investor demand for distinct, alpha-generating active investment managers, according to North Square Investments, the Fund’s investment adviser. North

Company News

North Square Altrinsic International Equity Fund Surpasses $100 Million in Assets

The North Square Altrinsic International Equity Fund has surpassed $100 million in assets, propelled by inflows sparked by strong Fund performance, according to North Square Investments, the Fund’s investment adviser. North Square Altrinsic International Equity Fund Surpasses $100 Million in

Podcasts

Altrinsic Global Investors: “The next 10 years are going to be very, very different than the last 10 years.”

Mark Goodwin, Chief Executive Officer of North Square Investments, discusses international equities and building high-conviction equity portfolios with John Hock, Founder and Chief Investment Officer of Altrinsic Global Advisors.

Company News

Earth Day 2023

We are pleased to report that in honor of Earth Day 2023, we have once again 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

Company News

North Square Moves Up One Place to Join Chicago’s 25 Largest Money Managers

North Square Investments moved up one place to join Chicago’s 25 largest money managers, ranking 24th by total assets under management as of December 31, 2022, according to Crain’s Chicago Business. North Square Moves Up to One Place to Join

Company News

North Square McKee Bond Fund Marks Second Anniversary with Strong Performance

Click here to read the press release Principal Risks of Investing, McKee Bond Fund: Risk is inherent in all investing including an investment in the Fund. An investment in the Fund involves certain principal risks, including, among others: Fixed Income

Podcasts

Looking at Preferred Securities as a High-Quality, High Yield Alternative to Address Income-Oriented Investment Goals

Mark Goodwin, Chief Executive Officer of North Square Investments, discusses the strategies Red Cedar Investment Management believes will enable investors to address their income-oriented investment goals with Red Cedar Investment Management’s Chief Investment Officer John Cassady, Director of Portfolio Management David Withrow and Senior Portfolio Manager Brandon Bajema.

Video

Learn from Our Portfolio Managers: Why We Consider North Square Strategic Income Fund an “All Weather” Fund

Red Cedar Investment Management’s Director of Portfolio Management David Withrow explains why we consider North Square Strategic Income Fund an “all weather” fund. Click here to read the transcript The opinions expressed are those of Red Cedar Investments. Principal Risks

Video

Learn from Our Portfolio Managers: How Strategic Income Fits Into Investor Portfolios

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.

Video

Learn from Our Portfolio Managers: Red Cedar’s Investment Process

Red Cedar Investment Management’s Director of Portfolio Management David Withrow discusses Red Cedar’s investment process. Click here to read the transcript The opinions expressed are those of Red Cedar Investments. Principal Risks of Investing, North Square Strategic Income Fund: Risk

Video

Learn from Our Portfolio Managers: The History of Red Cedar Investment Management

Red Cedar Investment Management’s Director of Portfolio Management David Withrow and Chief Investment Officer John Cassady talk about the history of their firm. Click here to read the transcript The opinions expressed are those of Red Cedar Investments. Principal Risks

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