Active Insights - Page 9 of 11 - North Square Investments

CS McKee Expands Its Investment Capabilities with Three New Portfolio Managers

Paul Frank, Brad Thompson, CFA, and Clayton Wilkin, CFA, have joined CS McKee from Stadion Money Management. CS McKee Expands Its Investment Capabilities with Three New Portfolio Managers

Podcasts

Altrinsic Global Advisors: Searching for Undervalued Companies with a Long-Term Perspective

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments, will discuss international equities and building high conviction equity portfolios with John Hock, Chief Investment Officer with Altrinsic Global Advisors.

Company News

North Square Investments Completes Acquisition of Stadion Funds

The acquisition of the Stadion Funds expands North Square Investments’ specialty offerings with new alternative and tactical strategies. North Square Investments Completes Acquisition of Stadion Funds

Podcasts

Advisory Research Investment Management: “A Research and Ownership Culture is in our DNA”

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.

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

Podcasts

Strategies to Navigate a Rising Interest Rate Environment

In this podcast, our CEO Mark Goodwin and Red Cedar Investment’s Chief Investment Officer John Cassady and Director of Portfolio Management David Withrow discuss the strategies they believe can enable income-oriented investors to navigate a rising interest rate environment.

Investment Strategies

Red Cedar BrightTALK Webinar Replay – Opportunities in Preferred Securities

Red Cedar Investment Management was featured in a BrightTALK webinar on Wednesday, January 20th, titled, “Opportunities in Preferred Securities.” John Cassady, CFA, managing partner, CEO and CIO and David Withrow, CFA, managing partner and director of portfolio management, discussed how

Investment Strategies

CS McKee BrightTALK Webinar Replay – Outlook for Core Fixed Income in 2021

CS McKee Portfolio Managers Brian Allen, CFA, and Andrew Faderewski, CFA, hosted a comprehensive BrightTALK presentation on Wednesday, January 20th on the “Outlook for Core Fixed Income in 2021” – How can an active investor add value in high grade

Podcasts

A Team Approach Focused on High Quality, Liquidity and Downside Protection Potential

In this podcast, Mark Goodwin, Chief Executive Officer of North Square Investments, discusses taxable fixed income with C.S. McKee President Mark Gensheimer and Senior Vice President and Portfolio Manager Brian Allen, and the investment approach that C.S. McKee has utilized for institutional investors for decades. Mark Gensheimer and Brian Allen also share their insights and outlook for this sector of the market.

Investment Strategies

Red Cedar Investment Management – 2021 Outlook

Red Cedar Investment Management Outlook 2021 Red Cedar Investment Management’s Chief Investment Officer, John Cassady and Director of Macro Strategy, Mitch Stapley share their 2021 outlook.

Company News

North Square Investments Expands Mutual Fund Platform with New McKee Bond Fund

Company News

North Square Investments Expands Mutual Fund Platform with Altrinsic International Equity Fund

Investment Strategies

Discover Income Opportunities in A Widely Misunderstood Asset Class

Red Cedar Opportunties In Preferred Securities White Paper First Quarter 2021