North Square Investments Achieves $3 Billion in Assets
North Square Investments, a prominent multi-boutique investment management firm, proudly announces that its retail fund family has surpassed a significant milestone of $3 billion in assets. This remarkable achievement highlights the firm's commitment to delivering exceptional investment strategies and strong performance across its product offerings.
Funding Growth Driven by Strong Asset Performance
As of the latest reports, North Square Funds have achieved approximately $3.03 billion in total assets, compared to $2.02 billion at the end of the previous year. Among this impressive growth, three of the firm’s funds have individually crossed the $500 million threshold in net assets - these include the Strategic Income Fund, with assets totaling $679 million; the Dynamic Small Cap Fund, which boasts $600 million; and the Tactical Growth Fund, edging close with $581 million.
Leadership Statements on Growth
Mark Goodwin, Co-Founder and CEO of North Square, emphasized that this growth is primarily the result of organic inflows fueled by strong performance across their fund offerings. He expressed pride in the recognition received from investment analysts, highlighting that several of their funds have garnered five-star ratings from Morningstar based on risk-adjusted performance, including the Dynamic Small Cap, Preferred and Income Securities, Strategic Income, and Tactical Growth Funds.
Performance Recognition and Ratings
The recent Morningstar ratings reveal outstanding performance for the Dynamic Small Cap Fund Class I shares (ORSIX), which achieved a 5-star rating among 568 Small Blend funds up to September 30, 2025. In terms of performance, the fund has consistently received high ratings across several time frames, including 5 stars for the last three and ten years.
Simultaneously, the Strategic Income Fund Class I shares (ADVNX) have also secured a 5-star rating among 360 Multisector Bond funds during the same period, indicating robust performance metrics. The Preferred and Income Securities Fund Class I shares (ORDNX) received the same 5-star rating among 65 Preferred Stock funds, while the Tactical Growth Fund Class I shares (ETFOX) garnered similar accolades among 224 Tactical Allocation funds.
Investment Philosophy and Objectives
North Square's core objective as an investment management firm is to bring differentiated, actively-managed strategies to market. This commitment aims to add substantial value to existing portfolios and enhance overall returns for investors, further solidifying the firm's reputation and success within the investment community.
About North Square Investments
Founded in 2018, North Square Investments operates as an independent, multi-boutique investment firm dedicated to providing unique active investment strategies. The firm’s product lineup includes thirteen mutual funds, one closed-end fund, and one ETF. As of September 30, the company strongly positions itself with a collective assets under management and advisement totaling approximately $16.83 billion.
Investment Risks and Considerations
As with all investments, there are inherent risks associated with investing in funds offered by North Square. Potential investors should be aware of principal risks such as market risk, credit risk, and others specific to each fund. Understanding these risks is essential prior to making investment decisions. The firm maintains a transparent approach, providing detailed prospectuses that outline investment objectives and expenses incurred.
Frequently Asked Questions
What milestone has North Square Investments achieved?
North Square Investments has surpassed $3 billion in assets in their retail fund family.
What factors contributed to North Square's asset growth?
The growth was fueled by strong performance and organic inflows into their funds.
Which North Square funds have received high ratings?
Funds like Dynamic Small Cap, Strategic Income, and Tactical Growth have received five-star ratings from Morningstar.
When was North Square Investments founded?
North Square Investments was founded in 2018 and is headquartered in Chicago.
What should investors consider when looking into these funds?
Investors should carefully review the risks and objectives outlined in the fund’s prospectus before making any investment decisions.
