Active Insights - Page 8 of 11 - North Square Investments

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

Company News

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

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 in Money Management” By Pensions

Podcasts

North Square Tactical Defensive Fund: Seeking to Generate Positive Returns Over Time with Lower Volatility

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.

John Cassady, Chief Investment Officer, and David Withrow, Director of Portfolio Management

Podcasts

Fixed-Income Strategies to Navigate Today’s Challenging Markets

In this podcast, our CEO Mark Goodwin and Red Cedar Investment Management’s Chief Investment Officer John Cassady and Director of Portfolio Management David Withrow discuss the strategies Red Cedar believes can enable income-oriented investors to navigate today’s challenging markets.

Company News

Achieving Significant Milestones, North Square Investments Celebrates Third Anniversary

North Square Investments is celebrating the third anniversary of its founding this month, having achieved a number of significant milestones Including acquisitions, growth in assets under management and advisement, new product offerings and key hires. Achieving Significant Milestones, North Square

Podcasts

CS McKee: Three Distinct Strategies with the Common Thread of Managing Risk and Volatility

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

Brendan Kinnarney, Joe Michelotti and Steve Schneider Join North Square Investments

Industry veterans Brendan Kinnarney, Joe Michelotti and Steve Schneider have joined the firm’s Distribution team as vice presidents. Brendan Kinnarney, Joe Michelotti and Steve Schneider Join North Square Investments