North Square Preferred and Income Securities Fund Achieves Significant Recognition with LSEG Lipper Fund Award 2025

North Square Preferred and Income Securities Fund Honored

The North Square Preferred and Income Securities Fund (ORDNX) has been distinguished as a winner of the esteemed LSEG Lipper Fund Awards USA for the year 2025. This recognition celebrates the fund's remarkable track record in maintaining consistent performance across varying market conditions, specifically in the Best Flexible Income Funds category.

Performance Highlights

Awarded based on its robust risk-adjusted performance over three, five, and ten-year periods, the North Square Fund stood out amidst a competitive field of 22 flexible income funds for both three and five-year categories and 15 funds for the ten-year category, ending on November 30, 2024. Noteworthy is Otto Christian Kober, the Head of Lipper Research at LSEG, who commented on the fund's success in navigating an exceptionally volatile period that included a global pandemic, rising inflation, and significant market disruptions.

“Winning this prestigious recognition, especially during such unprecedented times, reflects the fund's adept management and dedication to client outcomes,” Kober elaborated, highlighting the challenges faced by fund managers in recent years.

Management and Strategy

The fund is managed by an experienced team at North Square Investments, with the support of its subadvisor, Red Cedar Investment Management. The collaboration leverages extensive knowledge and skills among professionals who have been working synergistically for over two decades. This continuity has been instrumental in the fund's ability to deliver appealing risk-adjusted income potential to its investors.

Mark Goodwin, the CEO and Co-Founder of North Square, expressed his admiration for the team’s efforts and their commitment to client interests. “This achievement is a testament to the hard work and expertise that the portfolio management team has consistently demonstrated, and it is particularly commendable as this marks the second consecutive Lipper Award for the fund.”

The Significance of the LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards are pivotal in the investment community, recognizing funds that excel in delivering financial performance consistency. The awards are predicated on various quantitative metrics such as the Lipper Leader for Consistent Return rating, which evaluates the performance of eligible funds over 36, 60, and 120 months. As such, the award highlights not just current market success but sustained excellence over the years.

About North Square Investments

North Square Investments, established in 2018 and based in Chicago, Illinois, operates as a multi-boutique investment manager offering innovative active strategies. As of early 2025, the firm manages an impressive $2.12 billion across various mutual funds, emphasizing its commitment to quality investment solutions. Co-managed by a seasoned team backed by Estancia Capital Partners, North Square strives to enhance client portfolios through diversified financial strategies.

A Concluding Thought

As the investment landscape continues to evolve, the North Square Preferred and Income Securities Fund stands out not only for its accolades but also for its strategic approach to managing funds within an unpredictable environment. Investors and stakeholders alike can remain confident in its long-term approach and proven ability to provide consistent returns, making it a worthy consideration in any investment portfolio.

To learn more about the North Square Fund and its recent achievements, please visit North Square Investments.