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North Square Preferred and Income Fund Triumphs at LSEG Lipper Awards

On March 16, 2026, it was announced that the North Square Preferred and Income Securities Fund, traded under the NASDAQ symbol ORDNX, was recognized as a winner at the LSEG Lipper Fund Awards USA 2026. This esteemed award highlights the Fund's impressive risk-adjusted performance over the past three years, placing it among the best in the category for Flexible Income Funds.

An Outstanding Achievement

The North Square fund stood out in a competitive field of 22 contenders in the Flexible Income Funds category, evaluated for performance up to November 30, 2025. Otto Christian Kober, the Head of Lipper Research at LSEG, emphasized the considerable challenges faced by global markets during this period, which spanned significant spikes in base rates and various geopolitical tensions affecting investor sentiment.

Kober noted, "The managers we're recognizing have guided investors through an environment where base rates have spiked, then diverged, as central banks navigated new and challenging inflationary landscapes." He attributed success in investing to adherence to a disciplined approach, rather than relying solely on predictions, commendably remarking on the consistency and trust the awarded funds have extended to their clients throughout these unpredictable market conditions.

Strong Team Behind the Success

The North Square Preferred and Income Securities Fund is managed by Red Cedar Investment Management, a firm known for its experience and dedication to generating high-quality outcomes for clients. Mark Goodwin, CEO and Co-Founder of North Square, extended his congratulations to both Red Cedar and the Fund's management team on achieving this prestigious accolade for the third consecutive year, reiterating their commitment to delivering a solid income opportunity backed by experienced investment professionals.

The fund’s portfolio management team, which includes renowned experts such as John Cassady, David Withrow, and Brandon Bajema, has persisted in delivering attractive risk-adjusted returns driven by their extensive market knowledge and strategic insights. Their teamwork and expertise have allowed the Fund to navigate the complexities of the market effectively, aligning with North Square's mission of providing exceptional value to its investors.

Understanding the LSEG Lipper Fund Awards

The LSEG Lipper Fund Awards, which are awarded annually, spotlight funds that exhibit remarkable risk-adjusted performance amidst their peers. The evaluation process leans on the Lipper Leader for Consistent Return rating, which quantifies performance relative to risk over various timeframes, including periods of three, five, and ten years. The award recognizes not only individual fund performance but also fund families with outstanding averages over the three-year qualification period.

The North Square Preferred and Income Securities Fund’s recognition exemplifies a rigorous approach towards managed investments, showcasing the firm’s commitment to transparency and quality. The awards serve as a benchmark for investors seeking promising funds equipped to withstand fluctuations in the economic environment.

About North Square Investments and Red Cedar

Founded in 2018 and headquartered in Chicago, Illinois, North Square Investments strives to deliver innovative active investment strategies that meet the evolving needs of financial intermediaries. As part of Azimut Group's asset management portfolio in the U.S., North Square has garnered a significant presence, managing over $21.8 billion in assets as of February 2026.

In collaboration with Red Cedar Investment Management, an employee-owned firm respected for its focused investment strategies, North Square continues to solidify its reputation as a leader in income-producing financial services.

For investors, this recognition from LSEG is not simply a trophy but a testament to the resilience and strength of North Square's approach towards managing preferred and income securities. The fund stands as a beacon for those looking for sustainable and consistent income amid today's economically turbulent times. Investors are reminded to maintain awareness of inherent risks associated with Fund investments, as detailed in the Fund's official documentation.

For further insights into the Fund's performance, visit North Square Investments.