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

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North Square Investments (North Square), a multi-boutique manager with a range of equity, fixed income and multi-strategy product offerings, has launched a new mutual fund, the North Square McKee Bond Fund (NMKBX).

North Square Investments has launched the North Square McKee Bond Fund (NMKBX).

“Until now C.S. McKee’s fixed income investment capabilities were only available to institutional investors. We are very excited to be able to provide broader access to this high quality institutional manager through this new fund,” said Mark Goodwin, co-founder and CEO of North Square.

North Square Investments (North Square), a multi-boutique manager with a range of equity, fixed income and multi-strategy product offerings, has launched a new mutual fund, the North Square McKee Bond Fund (NMKBX).

The North Square McKee Bond Fund seeks to maximize total return and generate consistent outperformance of the Fund’s benchmark, the Bloomberg Barclays Intermediate Aggregate Bond Index, with a high quality and highly liquid, well diversified portfolio through opportunistic, risk-controlled management.

C.S. McKee, a majority-owned subsidiary of North Square, is the sub-adviser for the North Square McKee Bond Fund. Brian Allen, Bryan Johanson, Jack White, and Andrew Faderewski are the Fund’s portfolio managers.

“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. “Until now C.S. McKee’s fixed income investment capabilities were only available to institutional investors. We are very excited to be able to provide broader access to this high quality institutional manager through this new fund,” he said.

Mark Gensheimer, president of C.S. McKee, said, “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. We are very pleased to have the opportunity to demonstrate this expertise with the North Square McKee Bond Fund.”

“C.S. McKee has a sterling reputation as a high quality fixed-income leader across a spectrum of strategies,” said Phil Callahan, head of distribution for North Square. “We are delighted to be able to make their expertise available to our financial intermediary partners.”

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 $9 billion on a proforma basis as of December 31, 2020.

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 December 31, 2020 in taxable fixed income, equity and multi-asset 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. Learn more about C.S. McKee at http://www.csmckee.com.

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.

CSM Advisors, 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. The opinions referenced are as of the date of publication and are subject to change without notice. This material is for informational use only and should not be considered investment advice.

The Fund is subject to the same risks as the underlying bonds in the portfolio such as credit, prepayment, call and interest rate risk. As interest rates rise the value of bond prices will decline.

Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by calling 855-551-5521. Please read the prospectus carefully before you invest. Distributed by Compass Distributors, LLC. Member FINRA.

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