North Square Investments (North Square), a multi-boutique manager with a range of equity, fixed income and multi-strategy product offerings, has completed the acquisition of the mutual funds of Stadion Money Management. The acquisition adds three new funds to North Square’s existing fund complex, while increasing North Square’s mutual fund assets under management to over $1 billion as of June 14, 2021.

The Stadion Tactical Growth (ETFOX), Tactical Defensive (ETFWX) and Trilogy Alternative Return (STTIX) Funds have been renamed the North Square Tactical Growth Fund, North Square Tactical Defensive Fund and North Square Trilogy Alternative Return Fund, respectively. (The ticker symbols remain the same.)

“These three specialty investment strategies add alternative, tactical and asset allocation options to our existing fund family, increasing our total number of funds in the North Square family to 12,” said Mark Goodwin, Co-Founder and CEO of North Square.

“The new North Square funds with their experienced portfolio managers address the significant demand in the marketplace for multi-asset solutions,” said said Phil Callahan, Head of Distribution for North Square. “We believe these funds will meet the needs of our financial intermediary partners and their investors.”

The acquisition of the Stadion Funds marks North Square’s second major acquisition in the last 18 months. In March of 2020, North Square completed the acquisition of CS McKee, a full-service institutional money manager founded in 1931 and headquartered in Pittsburgh, Pennsylvania.

North Square is committed to the sourcing, vetting and delivery of institutional quality, active investment managers to their financial intermediary partners which include broker dealers, wealth management advisors, RIAs, family offices, retirement plans and private banks. We believe the firm delivers value to its investment partners by providing support services and access to distribution while assisting distribution partners as they search for high quality, alpha-generating active investment strategies to build better risk-adjusted portfolios for their clients. North Square’s multi-boutique platform includes a mutual fund family and ownership interests in the distinctly branded firms of CS McKee and Oak Ridge Investments with collective assets under management and advisement of over $10 billion following the acquisition on June 14, 2021.