“The launch of the North Square Altrinsic International Equity Fund is consistent with our mission of delivering high-quality alpha-generating active strategies to the marketplace,” said Mark Goodwin, co-founder and CEO of North Square.
CHICAGO (PRWEB) December 15, 2020
North Square Investments (“North Square”), a multi-boutique manager with a range of equity, fixed income and multi-strategy product offerings, has launched the North Square Altrinsic International Equity Fund (NSIVX).
The North Square Altrinsic International Equity Fund seeks to provide long-term growth of capital by employing a time-tested, intrinsic value investment process that is bottom-up, fundamentally-driven, and globally-focused in the pursuit of ideas. Applying a private equity approach to public equities, the investment team seeks to identify a select number of high conviction and undervalued opportunities in non-US markets as if it were in a position to buy the companies outright with their own capital.
Altrinsic Global Advisors, LLC (“Altrinsic”) is the investment sub-adviser for the North Square Altrinsic International Equity Fund. John Hock, John DeVita and Rich McCormick are portfolio managers for the Fund.
“The launch of the North Square Altrinsic International Equity Fund is consistent with our mission of delivering high-quality alpha-generating active strategies to the marketplace,” said Mark Goodwin, co-founder and CEO of North Square. “With the launch of this fund, we are excited to be able to offer this new investment strategy with its experienced and capable portfolio management team.”
“Having earned the trust of leading institutional clients over the last 20 years, we are very pleased to be partnering with North Square on our first mutual fund available for individual investors in the United States,” said John Hock, founder and chief investment officer of Altrinsic Global Advisors. “We will be working tirelessly to perform, offer insights, and help individuals achieve their long term financial goals.”
“By delivering unique, institutional quality active managers, North Square is able to create value for our financial intermediary partners,” said Phil Callahan, head of distribution for North Square. “This portfolio management team has a demonstrated and repeatable investment process which we believe has the potential to deliver significant value for fund investors.”
North Square is committed to the sourcing, vetting and delivery of institutional quality, active investment managers to their financial intermediary partners which include broker dealers, wealth management advisors, RIAs, family offices, retirement plans and private banks. The firm delivers value to its investment partners by providing support services and access to distribution while assisting distribution partners as they search for high quality, alpha generating active investment strategies to build better risk-adjusted portfolios for their clients. At this time, North Square’s multi-boutique platform includes a mutual fund family and ownership interests in the distinctly branded firms of C.S. McKee and Oak Ridge Investments with collective assets under management and advisement of over $8 billion on a proforma basis as of November 30, 2020.
About North Square
Founded in 2018 and headquartered in Chicago, Illinois, 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 high quality, alpha-generating active strategies to assist financial intermediary partners in building superior risk-adjusted portfolios for the benefit of their clients. Learn more about North Square Investments at http://northsquareinvest.com/.
About Altrinsic Global Advisors, LLC
Altrinsic Global Advisors, LLC, founded in 2000, is an employee-controlled and majority-owned investment management firm focusing exclusively on global and international equity investing. As of November 30, 2020, Altrinsic manages approximately $8.0 billion for a diverse set of sophisticated investors around the globe. Altrinsic's clients include corporate and public pension plans, endowments, foundations, unions, sovereign wealth and sub-advisory clients. For more information, please visit http://www.altrinsic.com.
Altrinsic Global Advisors, LLC 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.
Investments in foreign securities may involve risks such as social and political instability, market illiquidity, exchange-rate fluctuations, a high level of volatility and limited regulation. Investing in emerging markets involves different and greater risks, as these countries are substantially smaller, less liquid and more volatile than securities markets in more developed markets. Funds Distributed by Compass Distributors, LLC. Member FINRA.