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“The 2024 LSEG Lipper Fund Awards recognize what is perhaps the most dramatic three years the market has seen in recent decades. The recognized fund managers have been in the midst of a pandemic, mild recession, war, Soaring inflation has led investors through dramatic central bank ‘interventions’ robert jenkinsGlobal Head of Research, Investments and Wealth at LSEG Lipper.
“Whether you’ve only been investing for the past 15 years and only saw the easy money environment after the financial crisis, or you’ve been an investor for 50 years and feel like you’ve seen it all, there’s a difference. “No, we could have foreseen the various fundamental and non-financial factors that have affected the market over the past few years,” Jenkins continued.
“The 2024 LSEG Lipper Fund Award winners, including North Square Preferred and Income Securities Fund, have demonstrated the potential for outperformance and associated consistency in investors’ portfolios amidst global market turmoil,” he said. I commend them for providing the security of sex.”
The sub-adviser for North Square Preferred & Income Securities Fund (ORDNX) is Red Cedar Investment Management (Red Cedar Investment Management). Grand Rapids, Michigan and cincinnati, ohio.
“I would like to congratulate sub-adviser Red Cedar and the fund’s portfolio management team on this important achievement,” said CEO and co-founder of North Square. mark goodwin. He added: “The fund is managed by a team of long-serving investment professionals, many of whom have been together for over 20 years. “We believe this provides a potential income opportunity.”
About LSEG Lipper Fund Awards
The LSEG Lipper Fund Awards are presented annually and recognize funds and fund companies that excel in delivering consistently superior risk-adjusted performance relative to their peers.
LSEG Lipper Fund Awards are based on Lipper Leader for Consistent Return ratings. This rating is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60, and 120 months. The fund with the highest consistent return (effective return) Lipper Leader value for each eligible classification will receive the LSEG Lipper Fund Award. For more information, visit lipperfundawards.com. While LSEG Lipper uses reasonable efforts to ensure the accuracy and reliability of the data used in award calculations, its accuracy is not guaranteed.
About Red Cedar Investment Management
Red Cedar Investment Management is a predominantly employee-owned active asset management firm with offices in: Grand Rapids, Michigan (head office) and cincinnati, ohio. The company was founded in 2014 and has 15 employees. $1.6 billion Current asset balance under management December 31, 2023. The firm is focused on providing high-quality, income-generating strategies to its clients through research across the capital structure and expertise in managing preferred securities. For more information about Red Cedar, visit redcedarim.com.
About North Plaza
Founded in 2018, head office is Chicago, Illinois, North Square Investments is an independent, multi-boutique investment firm focused on delivering differentiated active investment strategies to the market. North Square has an experienced senior management team of experienced professionals and a Board of Directors comprised of industry veterans including: John Amboian, neil cummins and brian gaffney, supported by Estancia Capital Partners.the current December 31, 2023was located in the North Square. $1.39 billion Total assets under management of 12 investment trusts. North Square’s ownership interests (majority and minority, respectively) in distinctly branded companies, CS McKee and Oakridge Investments, total the collective assets managed and advised by North Square. $11.1 billion. For more information about North Square Investments, please visit northsquareinvest.com.
Principal Risks of Investing in the North Square Preferred Fund and the Income Securities Fund: All investments, including investments in the Fund, involve risks. Investing in the Fund involves risks, including the following principal risks: Credit and Subordination Risk, Preferred Securities Risk, High Yield (“Junk”) Fixed Income Risk, Hybrid Securities Risk, Additional Tier 1 Securities Risk, Fixed Income Securities Risk. , interest rate risk, selectivity risk, sector concentration risk, foreign investment risk, Regulation 144A and Regulation S securities risk, currency risk, emerging market risk, derivative and hedging transaction risk, and LIBOR transition risk. A summary of these and other principal risks of investing in the Fund is set out in the Fund’s prospectus. Before deciding whether to invest in a Fund, please carefully consider these risk factors and special considerations associated with investing in a Fund, which may result in an investor losing money. There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Please see the fund’s prospectus for additional risk disclosures.
For the latest month-end performance results, call 855-551-5521 or visit northsquareinvest.com. Current performance may be lower or higher than the performance data quoted. Performance data quoted represents past performance and is not a guarantee of future results. The return on investment and the principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Performance shown reflects contractual fee waivers. Without such exemptions, total revenue would be reduced.
You should carefully consider a Fund’s investment objectives, risks, charges and expenses before investing. This and other information is contained in the prospectus, a copy of which may be obtained by calling 855-551-5521. Please read the prospectus carefully before investing.
Ripper Fund Award Methodology:
Winners are determined based on objective and quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on Lipper Leaders’ recognition of consistent returns. Separate classifications for 3-year, 5-year, and 10-year time horizons are also recognized, as well as fund families with high three-year average scores. The award is based on LSEG Lipper’s proven and proprietary methodology, available at https://excelenceweb.s3.eu-west-1.amazonaws.com/uploads/award/lipper_methodology/methodology_file/123/2024_LFA_Methodology.pdf You can refer to it.
North Square is an independent investment advisory firm registered under the Investment Advisers Act of 1940, as amended. Registration does not imply any particular level of skill or training. The information contained herein has been obtained from third party sources believed by the Adviser to be reliable. However, accuracy and completeness cannot be guaranteed.
Distributed by Foreside Fund Services LLC.
media contact
Martin GhosnNorth Square Investments, (312) 857-2167; [email protected]https://northsquareinvest.com/
Source North Square Investments
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