North Square Strategic Income Fund Wins Prestigious Award
On February 11th, 2026, the North Square Strategic Income Fund (ADVNX) received the coveted title of "Active Fixed Income Mutual Fund of the Year" at the with.Intelligence Mutual Fund & ETF Awards ceremony held in New York City. This recognition is awarded to the most successful taxable or municipal bond fund, evaluated on a combination of factors such as fund performance, innovation, and inflows.
The significance of this award lies in its rigorous selection criteria, which include both performance metrics and the fund's overarching goals. Funds eligible for this award must have been launched before October 1, 2024. The leadership at North Square proudly nominated the Strategic Income Fund for this prestigious accolade.
For over thirty years, the with.Intelligence Mutual Fund & ETF Awards have been celebrated for recognizing exceptional individuals and organizations within the mutual fund industry, highlighting innovation and significant contributions.
Mark Goodwin, Co-Founder and CEO of North Square, expressed his enthusiasm over the win, noting the fund was chosen from an impressive shortlist of outstanding mutual funds. He emphasized that the objectives of the Strategic Income Fund are to provide high current income while simultaneously pursuing long-term capital appreciation. The fund adopts a diverse and high-quality mix of global assets, strategically structured to achieve excellent returns with minimal correlation to traditional asset classes, all while aiming to outperform its benchmark, the Bloomberg U.S. Aggregate Bond Index.
Goodwin elaborated on the fund's adaptability through various market conditions, whether facing rising or falling interest rates, highlighting its capacity to seize opportunities across multiple geographies and aspects of the capital structure, which enables it to identify top income sources. "We believe this fund can weather any market climate," he stated (
source).
In terms of performance, Goodwin shared that the Strategic Income Fund saw significant asset growth in 2025, climbing to $810.96 million at year-end, up from $229.64 million the previous year. He credited this impressive growth to the fund's effective strategies and strong management team. He extended congratulations to the fund's sub-advisor, Red Cedar Investment Management, and the dedicated Portfolio Management Team including leading figures like John Cassady, David Withrow, Jason Schwartz, Julia Batchenko, and Brandon Bajema for their substantial contributions.
For further insights on the fund's performance, portfolio holdings, and investment characteristics, stakeholders are encouraged to review the North Square Strategic Income Fund Fact Sheet.
About North Square
Founded in 2018 and headquartered in Chicago, Illinois, North Square Investments aims to deliver unique, active investment strategies to the financial market. It stands out in the industry as a leader in providing high-quality, alpha-generating strategies that assist financial intermediary partners in building superior risk-adjusted portfolios tailored for their clients. North Square Investments is part of the asset management division of the Azimut Group in the U.S., which manages approximately $21.8 billion in assets as of January 31, 2026.
About With Intelligence
With Intelligence, established in 1998, is a leading provider of investment intelligence aimed at enhancing allocation decisions and supporting business growth. The company offers a comprehensive range of data resources, incorporating performance metrics and valuable analyst insights, assembling a team of analysts, journalists, and data specialists focused on revealing key trends within the asset management sector. Visit
withintelligence.com for more information.
In conclusion, the acknowledgment of the North Square Strategic Income Fund reinforces the organization's commitment to excellence and innovation in the field of investment management. As market conditions evolve, investors are keen to leverage the fund's robust strategies to navigate their financial futures.
For additional inquiries or performance data on North Square, please contact 855-551-5521 or visit
northsquareinvest.com.