Active Insights - Page 7 of 11 - North Square Investments

CS McKee 2023 Market Outlook: Declining Inflation Offers Hope of a Fed Pivot

CS McKee is an institutional investment manager located in Pittsburgh, PA. Founded in 1931, the firm has managed equity and fixed income portfolios since 1972. Click here to read CS McKee’s 2023 market outlook and current portfolio positioning.

Company News

2022 North Square Funds Distribution Notice – Final Amounts

Please use the link below to view the capital gains distributions paid by the North Square Funds in December 2022. 2022 North Square Funds Distributions – Final Amounts

Company News

North Square Investments Named One of the “Best Places to Work in Money Management” By Pensions & Investments

For the second consecutive year, North Square Investments was named one of the “Best Places to Work in Money Management” by Pensions & Investments, among firms with 20-49 employees. North Square Investments Named One of the “Best Places to Work

Podcasts

CS McKee’s fixed income market outlook: “we are getting to a point where there is some real relative value in fixed income”

In this podcast, CS McKee Senior Vice President and Portfolio Manager Brian Allen and Mark Goodwin, Chief Executive Officer of North Square Investments discuss CS McKee\’s current outlook for the fixed income markets, in the wake of the Federal Reserve\’s most recent interest rate hike.

Company News

John Fitzgibbons Joins North Square Investments as Vice President, Regional Director

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

Podcasts

Brad Thompson’s Perspective on the History of Bear Markets

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.

Podcasts

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

How can income-oriented investors navigate a rising interest rate environment? Mark Goodwin, Chief Executive Officer of North Square Investments discusses strategies with Red Cedar Investment Management\’s Chief Investment Officer John Cassady, Director of Portfolio Management David Withrow and Senior Portfolio Manager Brandon Bajema.

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 discusses the approach to building high-conviction equity portfolios of Advisory Research Investment Management with Matt Swaim, Managing Director and Executive Chairman and Andrew Cupps, Managing Director and Portfolio Manager.

Podcasts

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

In this podcast, CS McKee Senior Vice President and Portfolio Manager Brian Allen and Mark Goodwin, Chief Executive Officer of North Square Investments discuss North Square McKee Bond Fund and CS McKee\’s investment approach in a changing market environment.