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North Square Preferred and Income Securities Fund Named a LSEG Lipper Fund Awards united states 2025 Winner

Fund Overview

The North Square North Square Preferred and Securities Income Fund (ORDNX) is a flexible income fund that invests in a diversified portfolio of high-quality, income-generating securities. The fund’s investment objective is to provide a regular income stream to investors, while also maintaining a relatively stable capital base.

  • Preferred stocks
  • High-quality corporate bonds
  • Short-term commercial paper
  • Treasury bills

    • The fund’s investment approach is designed to balance the need for income generation with the need for capital preservation.

    “There is no way to have foreseen the range of fundamental and non-financial factors that impacted the markets these past few years,” Kober continued.

    Red Cedar Investment Management is a subsidiary of the investment firm, Red Cedar Capital Management.Fund Overview

    The North Square Preferred and Income Securities Fund (ORDNX) is a type of investment fund that focuses on investing in preferred stocks and income-generating securities.

    The LSEG Lipper Fund Awards highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

    Red Cedar Investment Management is a registered investment advisor, and as such, it is subject to regulatory oversight by the U.S. Securities and Investment Advisory Act of 1970. This Act requires that registered investment advisors disclose their business practices, fees, and other relevant information to their clients and regulatory bodies.

    Investors should carefully review the Fund’s prospectus and consider their own financial situation and goals before investing.

  • Credit and Subordination Risk: The Fund invests in a diversified portfolio of bonds, which are subject to credit risk. If the issuers of these bonds default on their payments, the Fund’s investors may not receive their principal back.
  • Preferred Securities Risk: The Fund invests in preferred securities, which have a higher claim on assets than common stocks but are still subject to credit risk.
  • High Yield (Junk) Bond Risk: The Fund invests in high-yield bonds, which are considered to be higher-risk investments due to their lower credit ratings.
  • Hybrid Securities Risk: The Fund invests in hybrid securities, which combine features of bonds and other debt instruments, and may be subject to credit risk.Understanding the Fund’s Investment Strategy

    • The Fund’s investment strategy involves investing in a diversified portfolio of bonds, which are subject to various risks.

    The Performance Data Summary

    The provided performance data summary is a critical statement that offers insight into the investment performance of North Square Investors. This statement is essential in understanding the track record of the investment firm and the potential for future returns.

    Fund Performance and Strategy

    North Square is a global investment manager that offers a range of investment solutions for institutional and individual investors. The firm’s investment approach is centered around a long-term perspective, with a focus on delivering consistent returns over time. This approach is reflected in the Lipper Leaders Rating for Consistent Return, which recognizes funds that have demonstrated a track record of strong performance over a minimum of five years.

  • Consistent return: Funds that have demonstrated a consistent return over a minimum of five years are eligible for the Lipper Leaders Rating.
  • Risk-adjusted return: The rating also considers the risk-adjusted return of the fund, taking into account the level of risk taken by the investment manager.
  • Active management: The rating recognizes active management, where the investment manager has made a deliberate effort to outperform the market or a benchmark.Examples of Successful Funds
  • North Square’s Global Equity Fund has consistently delivered strong returns over the past five years, with a total return of 5% per annum.
  • The fund’s investment approach, which involves a combination of active management and passive investing, has allowed it to achieve its target returns while minimizing risk.Regulatory Compliance and Transparency

    • As an independent investment adviser, North Square is committed to regulatory compliance and transparency.

    Further details on this topic will be provided shortly.

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