Plan Sponsor Network Names C.S. McKee a “Top Guns Manager of the Decade” for 11th Consecutive Year

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For the 11th consecutive year, Plan Sponsor Network (PSN) has named C.S. McKee as one of its "Top Guns Managers of the Decade."

“We believe our bottom-up research process, incorporating both fundamental and technical factors and focusing on quality, liquidity, and risk management, is what significantly differentiates us from our peers," said Mark Gensheimer, President of C.S. McKee.

For the 11th consecutive year, Plan Sponsor Network (PSN) has named C.S. McKee as one of its "Top Guns Managers of the Decade." C.S. McKee’s most recent award is for its Intermediate Aggregate Fixed Income strategy in the PSN Intermediate Core Fixed Universe for the 10-year period ending December 31, 2019.

C.S. McKee has been named to the “Top Guns Manager of the Decade” list every year since 2009.

“We are delighted to receive this recognition from PSN, which is a testament to our long- standing investment philosophy and process,” said Mark Gensheimer, President of C.S. McKee.” “We believe our bottom-up research process, incorporating both fundamental and technical factors and focusing on quality, liquidity, and risk management, is what significantly differentiates us from our peers.”

“C.S. McKee’s disciplined and methodical security selection has enabled the portfolio management team to build a portfolio construction process that has proven to be repeatable over time, creating a very successful long-term track record,” said Mark Goodwin, Co-Founder and CEO of North Square, the parent company of C.S. McKee. “We congratulate our C.S. McKee colleagues for their consistent outperformance, and gratefully acknowledge the value they have provided to our clients.”

C.S. McKee, a full-service institutional money manager, primarily specializes in a range of taxable fixed-income strategies that focus on providing institutional investors with consistent risk-adjusted performance. McKee also offers a variety of other investment strategies including domestic and international equity and balanced portfolios that are all designed to meet a client’s investment objectives and targeted levels of risk.

About C.S. McKee

C.S. McKee is an institutional investment management firm based in Pittsburgh, PA with more than $7 billion under management as of March 31, 2020 in taxable fixed income, equity and balanced portfolios. The firm was founded in 1931 and became a Registered Investment Advisor in 1972. C.S. McKee’s business was acquired by North Square in 2020. McKee’s clients include pension funds, profit-sharing plans, reserve funds, operating funds and other financial assets for states, counties, municipalities, unions, financial service companies, corporations, endowments and foundations, hospitals, universities, religious organizations and other institutions.

About North Square

Founded in 2018 and headquartered in Chicago, IL, North Square Investments is an independent, multi-boutique investment firm dedicated to delivering differentiated active investment strategies to the market. With an experienced senior management team, a board composed of industry veterans including John Amboian, Neil Cummins and Brian Gaffney, and backed by Estancia Capital Partners, North Square is a leader in aggregating best-in-class active managers and delivering select, in-demand investment strategies to financial intermediary partners for the benefit of their clients.

C.S. McKee L.P., its successor CSM LLC d/b/a C.S. McKee and North Square Investments, LLC are investment advisers registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about the companies’ investment advisory services can be found in their respective Form ADV, which are available upon request. Past performance is not indicative of future results. The investment strategy or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.

About the PSN Top Guns Manager of the Decade Methodology

The complete list of PSN Top Guns and an overview of the methodology is available at http://www.informais.com/resources/psn-top-guns. Top Guns Manager of the Decade is a recognition from Informa Investment Solutions PSN, an independent, national money manager database. This designation may not be representative of any one clients experience because the rating reflects an average of all, or a sample of all, the experiences of C.S. McKee clients. This information does not reflect the experience of clients of C.S. McKee and is not indicative of future performance. Please see the following disclosures for the periods when the designation was made. *Though the strategies were in the top ten, they were not ranked first in the top ten categories for each period.

The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. Mutual fund and commingled fund products are not included in the universe. PSN Top Guns investment managers must claim that they are GIPS compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the ten-year period ending December 31, 2019. Moreover, products must have returns greater than the style benchmark for the ten-year period ending December 31, 2019 and also standard deviation less than the style benchmark for the ten-year period ending December 31, 2019.

*C.S. McKee was recognized in the PSN Core Fixed Income Universe from 2009-2017, the PSN All Maturity/Variable Universe in 2018, and the PSN Intermediate Core Fixed Income Universe in 2019. The PSN Core Fixed Income Universe is comprised of the following: 2009: 206 firms and 371 products; 2010: 208 firms and 375 products; 2011: 208 firms and 392 products; 2012: 209 firms and 399 products; 2013: 207 firms and 410 products; 2014: 205 firms and 407 products; 2015: 197 firms and 399 products; 2016: 199 firms and 402 products; 2017: 196 firms and 392 products. The PSN All Maturity/Variable Universe is comprised of the following: 2018: 161 firms and 314 products. The PSN Intermediate Core Fixed Income Universe is comprised of the following: 2019: 128 firms and 188 products. Rankings were sourced from eVestment and are effective as of 12/31/19. The rankings may not be representative of any one client’s experience because the ratings reflect an average of all, or a sample of all, of the experiences of C.S. McKee’s clients. The rankings are not indicative of C.S. McKee’s future performance.

This document may contain certain information that constitutes “forward-looking statements” which can be identified by the use of forward-looking terminology such as “may,” “expect,” “will,” “hope,” “forecast,” “intend,” “target,” “believe,” and/or comparable terminology. No assurance, representation, or warranty is made by any person that any of C.S. McKee and North Square’s assumptions, expectations, objectives, and/or goals will be achieved. Nothing contained in this document may be relied upon as a guarantee, promise, assurance, or representation as to the future.

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