North Square Investments Achieves Significant $3 Billion Asset Milestone Following Stellar Fund Performance
North Square Investments, a prominent multi-boutique investment management firm, has recently announced a remarkable milestone: its retail fund family has surpassed an impressive $3 billion in total assets. As of October 24, 2025, the North Square Funds, encompassing various product offerings, totaled approximately $3.03 billion. This marks a significant increase from the $2.02 billion recorded at the end of 2024. The firm reported that three specific funds have exceeded the $500 million mark in net assets. The standout among these is the Strategic Income Fund, with net assets of $679 million, followed closely by the Dynamic Small Cap Fund at $600 million, and the Tactical Growth Fund with $581 million.
Mark Goodwin, Co-Founder and CEO of North Square, attributes the asset growth primarily to robust organic inflows. He highlighted that the strong performance of the funds has fostered investor confidence and trust in North Square’s offerings. Notably, several of North Square's funds received a prestigious five-star Overall Rating from Morningstar, reflecting their strong risk-adjusted performance. The Dynamic Small Cap, Preferred and Income Securities, Strategic Income, and Tactical Growth Funds have all garnered this high rating, showcasing their effectiveness in delivering value to investors.
Goodwin stated, "The growth of assets in our retail family has been fueled by strong fund performance across our offerings. We believe that offering actively managed institutional strategies plays a crucial role in providing substantial value to our investors. This strategy has been key to our success and the overall growth of North Square Funds."
The ratings from Morningstar provide a deeper insight into the performance metrics of North Square's funds. For instance, the Dynamic Small Cap Fund's Class I shares (ORSIX) earned a five-star rating among 568 Small Blend funds, with consistent strong performance across several timeframes, including five and ten-year periods. Similarly, the Strategic Income Fund Class I shares (ADVNX) received accolades as well, with five stars within its category and a stellar position among multisector bond funds. Furthermore, North Square's Tactical Growth Fund Class I shares (ETFOX) and Preferred and Income Securities Fund Class I shares (ORDNX) both secured five-star ratings, underscoring the firm's diverse strategy and commitment to producing superior returns for investors.
In addition to the asset growth, North Square Investments has been making notable strides since its establishment in 2018. Headquartered in Chicago, Illinois, North Square has dedicated itself to delivering unique active investment strategies to the market. The firm currently manages a total of 13 mutual funds, one closed-end fund, and one ETF, with collective assets under management and advisement reaching approximately $16.83 billion as of the end of September 2025.
Investing with North Square involves inherent risks, including market volatility, credit risk, and liquidity risks, among others. As highlighted in the fund’s prospectus, potential investors should carefully consider these factors before making investment decisions. North Square emphasizes the importance of understanding these risks and being aware that past performance is not indicative of future results.
For those interested in exploring performance results or learning more about North Square's offerings, the company provides current performance data and detailed information through its official website at northsquareinvest.com. Investors can also reach out directly via phone for the most recent month-end performance results. This commitment to transparency and strong performance has solidified North Square’s position as a leading firm in the investment management industry.
Mark Goodwin, Co-Founder and CEO of North Square, attributes the asset growth primarily to robust organic inflows. He highlighted that the strong performance of the funds has fostered investor confidence and trust in North Square’s offerings. Notably, several of North Square's funds received a prestigious five-star Overall Rating from Morningstar, reflecting their strong risk-adjusted performance. The Dynamic Small Cap, Preferred and Income Securities, Strategic Income, and Tactical Growth Funds have all garnered this high rating, showcasing their effectiveness in delivering value to investors.
Goodwin stated, "The growth of assets in our retail family has been fueled by strong fund performance across our offerings. We believe that offering actively managed institutional strategies plays a crucial role in providing substantial value to our investors. This strategy has been key to our success and the overall growth of North Square Funds."
The ratings from Morningstar provide a deeper insight into the performance metrics of North Square's funds. For instance, the Dynamic Small Cap Fund's Class I shares (ORSIX) earned a five-star rating among 568 Small Blend funds, with consistent strong performance across several timeframes, including five and ten-year periods. Similarly, the Strategic Income Fund Class I shares (ADVNX) received accolades as well, with five stars within its category and a stellar position among multisector bond funds. Furthermore, North Square's Tactical Growth Fund Class I shares (ETFOX) and Preferred and Income Securities Fund Class I shares (ORDNX) both secured five-star ratings, underscoring the firm's diverse strategy and commitment to producing superior returns for investors.
In addition to the asset growth, North Square Investments has been making notable strides since its establishment in 2018. Headquartered in Chicago, Illinois, North Square has dedicated itself to delivering unique active investment strategies to the market. The firm currently manages a total of 13 mutual funds, one closed-end fund, and one ETF, with collective assets under management and advisement reaching approximately $16.83 billion as of the end of September 2025.
Investing with North Square involves inherent risks, including market volatility, credit risk, and liquidity risks, among others. As highlighted in the fund’s prospectus, potential investors should carefully consider these factors before making investment decisions. North Square emphasizes the importance of understanding these risks and being aware that past performance is not indicative of future results.
For those interested in exploring performance results or learning more about North Square's offerings, the company provides current performance data and detailed information through its official website at northsquareinvest.com. Investors can also reach out directly via phone for the most recent month-end performance results. This commitment to transparency and strong performance has solidified North Square’s position as a leading firm in the investment management industry.
Topics Financial Services & Investing）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.