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.
Podcasts

North Square’s Multi Strategy Approach – A Simple Solution to Achieve a Well-Diversified Portfolio

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.
Company News

North Square Strategic Income Fund Surpasses $100 Million in Assets

North Square Investments announced today that its North Square Strategic Income Fund (ADVNX), subadvised by Red Cedar Investment Management, achieved a key milestone during the month of January, surpassing $100 million in assets. North Square Strategic Income Fund Surpasses $100
Company News

David Appleby Joins CS McKee as Vice President – Risk, Quantitative Analysis and Portfolio Construction

CS McKee announced that David Appleby has joined its investment team as Vice President – Risk, Quantitative Analysis and Portfolio Construction. This newly created position is designed to provide additional analysis and support to the team managing CS McKee’s growing
Company News

CS McKee’s 90th Anniversary Year Capped by New Products, New Hires and Record Growth in Assets

CS McKee capped off its 90th anniversary year in 2021 with new products, new additions to its investment management team and record growth in assets under management. CS McKee’s 90th Anniversary Year Capped by New Products, New Hires and Record
Podcasts

CS McKee’s ESG Core Bond Strategy and Approach to Investing

Mark Goodwin, Chief Executive Officer of North Square Investments discusses fixed income investing with a focus on ESG principles and the investment approach of CS McKee with . Brian Allen, Senior Vice President and Portfolio Manager, and Jason Pettner, Quantitative Analyst.
Investment Strategies

The Evolution of Small Cap Investing – No Small Matter

Algert Evolution Of Small Cap Investing Whitepaper Fourth Quarter 2021 At Algert Global, there are three growing areas they have focused their research and development efforts on as it relates to U.S. small cap equities: 1. First, they assess how
Podcasts

CS McKee’s Active, Low Duration Fixed Income Strategy

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.
Investment Strategies

North Square Tactical Growth Fund: The Importance of Managing Risk While Taking Income

North Square’s tactical approach during the income phase provides exposure to the market, but also adds on an important risk management component when times get tough. Unlike benchmarked strategies, the North Square Tactical Growth Fund can maintain or reduce equity
Investment Strategies

Searching for Income Opportunities in the “Middle Ground” of the Debt Capital Structure

Many investors have searched for opportunities to enhance yields on portfolios without adding significant risk, or at least, diversifying their risk appropriately. One possible solution to consider is a strategy with the ability to find opportunities globally across the capital

We’re here to help add strategic value to your client portfolios. Stay connected with our suite of asset managers and investment strategies.

GET IN TOUCH