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North Square Investments Acquires All Cap Value Fund of Advisory Research
Friday 22 May 2020

Chicago, US-based multi-boutique invest North Square Investments has acquired Investment Management Advisory Research's All Cap Value Fund to expand relationship to complement its all cap growth strategy managed by North Square's affiliate, Oak Ridge Investments, the company said.
Terms of the transaction were not disclosed.

The fund has been renamed the North Square Advisory Research All Cap Value Fund (ADVGX) with Advisory Research retained as the sub-advisor.

This acquisition is the second by North Square this year, reflecting their ongoing commitment to offer an expanded suite of actively managed investment strategies that better serve their clients.

This transaction is also part of a broader relationship between North Square and Advisory Research whereby North Square will market the Advisory Research All Cap Value strategy into retail distribution channels, including broker-dealers and RIAs, focussed on the separately managed account format as well as model delivery.

North Square Investments is an independent, multi-boutique investment firm dedicated to delivering differentiated active investment strategies to the market.

Advisory Research Investment Management manages and advises USD 2.1bn of assets in markets where they have deep expertise.
Date Published: 22/05/2020