North Square Investments Celebrates Major Fund Growth Milestone

North Square Investments Achieves $3 Billion Milestone

North Square Investments, a prominent multi-boutique investment manager, has recently achieved a significant milestone, surpassing $3 billion in assets within its retail fund family. This impressive growth has been driven by substantial inflows, reflecting the strong performance of its diverse product offerings. As of recent reports, the total assets managed by North Square had reached approximately $3.03 billion, up from $2.02 billion at the previous year's end.

Strong Performances Fuel Asset Growth

The surge in assets can be attributed to organic inflows linked to North Square's overall fund performance. According to Mark Goodwin, Co-Founder and Chief Executive Officer of North Square, the seamless growth in their retail fund family is a result of the high ratings received from various regulatory assessments and industry standards.

Successful Fund Ratings

Several of the funds under North Square’s management have earned high ratings thanks to their risk-adjusted performance. Notably, the Dynamic Small Cap, Preferred and Income Securities, Strategic Income, and Tactical Growth Funds have all garnered five-star ratings from reputable risk assessment firms, highlighting their superior performance.

Fund Highlights and Performance Data

Among North Square's noteworthy offerings, three individual funds have surpassed the $500 million mark in net assets. The Strategic Income Fund currently stands at $679 million, the Dynamic Small Cap Fund at $600 million, and the Tactical Growth Fund at $581 million. These milestones signify not only the success of these funds but also the trust investors place in North Square’s management strategies.

Dynamic Small Cap Fund Success

The Dynamic Small Cap Fund Class I shares (ORSIX) achieved a remarkable five-star rating overall among a competitive cohort of small blend funds. Over various time frames, including the three-year and ten-year periods, it maintained an impressive standing, suggesting consistent outperformance relative to peers.

Investment Strategies and Future Outlook

North Square’s strategic approach focuses on delivering actively-managed, institutionally-oriented strategies designed to enhance portfolio performance. Goodwin notes that these strategies have played a vital role in the growth of North Square and in driving investor confidence amidst a dynamic market landscape.

Range of Investment Products

Founded in 2018, North Square offers an extensive array of investment products, including thirteen mutual funds, one closed-end fund, and one ETF. Collectively, these products represent a strong foothold in the market, with total assets under management and advisement reaching approximately $16.83 billion.

About North Square Investments

North Square Investments prides itself on being an independent investment manager with the goal of providing differentiated active investment strategies. Their robust growth illustrates a commitment to transparency and performance, helping investors navigate the complexities of the market effectively.

Frequently Asked Questions

What is the current asset total for North Square Investments?

North Square Investments has surpassed $3 billion in total assets managed across its retail fund family.

What has driven the growth of North Square’s funds?

The growth has been fueled by strong investment performance and organic inflows from investors seeking high-quality investment options.

Which funds have received high ratings?

Among the highest-rated funds are the Dynamic Small Cap, Preferred and Income Securities, Strategic Income, and Tactical Growth Funds, each achieving five-star ratings.

When was North Square Investments founded?

North Square Investments was founded in 2018 and has established itself as a key player in the investment management sector since then.

What types of investment products does North Square offer?

The firm provides a wide range of investment products, including mutual funds, closed-end funds, and ETFs, tailored to meet diverse investor needs.

About The Author

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