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10.710
+0.010
+0.09%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 18.01M
Stadion Trilogy Alternative Return Fund Class I Sh
10.710
+0.010
+0.09%
- Overview
- Profile
- Historical Data
- Holdings
North Square Core Plus Bond Fund Class I Overview
On this page you'll find an in-depth profile of North Square Core Plus Bond Fund Class I. Learn about the key management, total assets, investment strategy and contact information of 0P0000VE6A among other information.
Investment Strategy
The investment seeks high current income and long-term capital appreciation. To pursue its objectives, under normal market conditions, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in bonds. Under normal market conditions, the fund will invest at least 65% of its net assets in investment grade debt securities. It may invest in debt securities of any maturity.
Contact Information
Address
10 South LaSalle Street, Suite 1925
Chicago,IL 60603
United States
Chicago,IL 60603
United States
Phone
1-855-551-5521
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Bryan R. Johanson | Portfolio Manager | 2024 | Now |
| Biography | EXPERIENCE Mr. Johanson has been in the investment business since 1988 and with C.S. McKee since 1994. Prior to joining the firm, he managed mortgage-backed and asset-backed securities with a wholesale bank. EDUCATION In addition to being a certified public accountant, Mr. Johanson holds the Chartered Financial Analyst designation, an M.B.A. degree in finance from Indiana University and a bachelor's degree in accounting from Bowling Green State University. PERSONAL Although bringing up their three daughters and son leaves little time to spare, Bryan and his wife Kathy are actively involved in their church, where Bryan leads a Bible study group. Golfing is at the top of his wish list for more playing time, but he doesn't let it interfere with the discipline of his evening running schedule | ||
| Jason M. Schwartz | Portfolio Manager | 2024 | Now |
| Biography | Jason M. Schwartz is a Partner, Senior Portfolio Manager for Red Cedar Investment Management. He started in the industry in 2004 and joined Red Cedar in 2018. Prior to joining Red Cedar, he served in various roles at ClearArc Capital including his latest position as Senior Portfolio Manager. His responsibilities comprised several investment strategies over time including multi-sector, Core Plus Fixed Income, Core Fixed Income and Intermediate Government Credit Fixed Income. In addition, Mr. Schwartz was head of securitized products research and trading responsible for oversight of the firm’s entire Asset-Backed Securities (ABS), Mortgage-Backed Securities (MBS) and Commercial Mortgage-Backed Securities (CMBS) portfolio. He also supported the risk management function by providing the firm with derivatives and hedging analysis. He is a member of the Cincinnati Society of Financial Analysts. Mr. Schwartz graduated summa cum laude from the University of Kentucky with a B.B.A. in Finance and is a CFA® charterholder. | ||
| Jack White | Director of Fixed Income/PM | 2024 | Now |
| Biography | EXPERIENCE An experienced investment researcher, Mr. White served as a fixed income research analyst at C.S. McKee prior to assuming his present responsibilities in 1999. As such, he was responsible for balancing day to day portfolio construction, analytics, compliance, reporting and trading functions for the fixed income department. In addition, he also provided research support in the corporate and government sectors. Before joining the firm in 1997, he was a consultant providing primary and secondary market research and analysis to business clients. EDUCATION Mr. White has held the Chartered Financial Analyst designation since 2000, as well as an M.B.A. and bachelor’s degrees in finance, summa cum laude, from Youngstown State University in Ohio. PERSONAL A former captain of his collegiate track and cross-country teams, Jack still competes regularly in races and triathlons. He also enjoys the occasional round of golf and professes to be a huge Bruce Springsteen fan. A member of the Pittsburgh Society of Financial Analysts, he continues to remain active in the management of financial affairs at his church. Jack, his wife Julie, daughter Isabella and sons Jack, Joshua, and Isaac live north of Pittsburgh in Cranberry Township. | ||
| Brandon Bajema | Co-CIO/Senior Portfolio Manager | 2024 | Now |
| Biography | Brandon F. Bajema has 18 years of investment experience and is a Senior Portfolio Manager at Red Cedar. He started in the industry in 2003 and joined Red Cedar in 2021. Previously, Mr. Bajema was a Portfolio Manager in the Fixed Income & Treasury Department with the Abu Dhabi Investment Authority (ADIA) where he managed a multi-currency global credit portfolio from the United Arab Emirates. Before joining ADIA, Brandon was a Director at Fitch Ratings in the Financial Institutions Group where he covered banks, asset managers and finance companies. Prior to that, he was an Audit Manager at BDO, USA where he focused on banks and insurance companies. Mr. Bajema is a CPA and a CFA® charterholder. He has a B.S. in Economics and a Masters of Science in Accounting from Grand Valley State University. | ||
| David L Withrow | President | 2024 | Now |
| Biography | David L. Withrow is Managing Partner, Director of Portfolio Management for Red Cedar Investment Management. He started in the industry in 1988 and joined Red Cedar in 2018. Previously, Mr. Withrow served as the President, Deputy Chief Investment Officer and Director of Taxable Fixed Income for ClearArc Capital. Prior to joining ClearArc Capital, he served in a Portfolio Management role beginning in 1999 for Fifth Third Bank Investment Advisors (an affiliated company). Before joining Fifth Third Bank Investment Advisors, he was a Portfolio Manager and Structured Product Analyst for Prime Capital Management in Indianapolis. He is a member of the Cincinnati Society of Financial Analysts and serves on the Finance Committee for the Cooperative for Education in Cincinnati, Ohio. Mr. Withrow graduated from Anderson University with a B.A. in Economics and is a CFA® charterholder. | ||
| Zachary K Hubert | Portfolio Manager | 2024 | Now |
| Biography | EXPERIENCE Following one year as a portfolio accounting intern, Zack joined the firm full time upon graduation in 2010 as a performance analyst.After successfully passing the third level of the CFA Exam in 2012, he joined the fixed income team as a research analyst and in 2018 was promoted to senior fixed income investment analyst.Currently, Zack’s roles include various trading functions and portfolio construction, specializing in C.S. McKee’s shorter-term and bank fixed income products.In addition, he provides research support for the securitized sectors while balancing the day-to-day duties as the team’s compliance lead. EDUCATION Mr. Hubert holds a bachelor’s degree, summa cum laude, in business administration from Duquesne University, with a concentration in accounting, finance and investment management.He completed the Chartered Financial Analyst designation in 2012. PERSONAL An avid outdoorsman, Zack spends his time enjoying nature through family activities such as hiking, camping, fishing and archery hunting.He is also an active member of the Pittsburgh Society of Financial Analysts.Zack, wife Julia, daughter Avery and son Easton reside in the Sewickley area of Pittsburgh. | ||
| Brian Allen | - | 2024 | Now |
| Biography | EXPERIENCE Mr. Allen has extensive experience managing fixed income portfolios. Before joining C.S. McKee, he managed fixed income funds for institutional clients at Patterson Capital Corporation in Los Angeles. There he also directed research on mortgage-backed, asset- backed and other fixed income securities. He has also served as an equity and fixed income manager at C&S/Sovran Trust Company (B of A). EDUCATION A market technician, Mr. Allen holds the Chartered Financial Analyst designation as well as an M.B.A. in finance from the Wharton School, University of Pennsylvania and a bachelor's degree with honors in Business Administration from James Madison University. PERSONAL An avid golfer, Brian’s interests also include food, wine, travel, music and real estate. He is a member of the Pittsburgh chapter of the Society of Financial Analysts and serves as Treasurer for The Pittsburgh Child Guidance Foundation. He, his wife Rachel and daughter Kathryn live in the Sewickley area of Pittsburgh. | ||
| John L Cassady | Portfolio Manager | 2024 | Now |
| Biography | John L. Cassady III is Managing Partner, Chief Executive Officer and Chief Investment Officer for Red Cedar Investment Management. He started in the industry in 1987 and joined Red Cedar in 2018. Prior to that, he was an investment professional for ClearArc Capital where he served in varying roles from 2001- 2018, including Director of Fixed Income and Senior Portfolio Manager. While at ClearArc Capital, Mr. Cassady managed Core Fixed Income, Core Plus Fixed Income, Asset Allocation and a multi-sector low correlation strategy. Before joining ClearArc Capital, he held a similar position at Lyon Street Asset Management, a subsidiary of Old Kent Bank, which was acquired by Fifth Third Bank (an affiliated company of ClearArc Capital). Previously, he was a fixed income Portfolio Manager at Atlantic Portfolio Analytics & Management (APAM) which has since been acquired by Semper Capital Management. He is a CFA® charterholder and member of the CFA Society West Michigan. Mr. Cassady graduated from Georgia Institute of Technology with a B.S. in Industrial Management. | ||
| Clayton Wilkin | Portfolio Manager | 2019 | 2024 |
| Biography | Experience Prior to joining C.S. McKee in 2021, Mr. Wilkin worked 9 years at Stadion Money Management, LLC. He began his career as a Portfolio Management Analyst before becoming a Portfolio Manager in 2019. He was the Portfolio Manager on three mutual funds, which totaled about $700 million, before the three mutual funds were acquired by North Square Investments, LLC. in 2021. EDUCATION Mr. Wilkin holds the Chartered Financial Analyst designation and graduated from the University of Georgia with a Bachelor of Business Administration degree in Finance. PERSONAL Clayton and his wife, Nicole, live in Atlanta with their dog, Kirby. Nicole and Clayton thoroughly enjoy travelling, especially if it is to a beach to relax or a mountain to ski. They both enjoy hanging out with family and friends, taking Kirby on walks, and cheering on the Dawgs on Saturdays in the Fall. | ||
| Brad A. Thompson | CIO (Chief Investment Officer) | 2012 | 2024 |
| Biography | Experience Prior to joining the Sub-Adviser in 2020, Mr. Thompson served as Chief Investment Officer of Stadion Money Management, LLC and had been a Portfolio Manager and an officer of Stadion Money Management, LLC (and its predecessor), serving in a supervisory role for portfolio management operations since 2006 where he also served as head of the Investment Committee and provided oversight to the Best Execution committee Before joining Stadion Mr. Thompson spent 8 years serving as the Chief Investment Officer for Global Capital Advisors, LLC, a hedge fund management firm and SBIC advisor. EDUCATION He has a Bachelor of Business Administration Degree in Finance from the University of Georgia and holds the Chartered Financial Analyst designation. Mr. Thompson is a member of the CFA Institute and the Bermuda Society of Financial Analysts and holds the Chartered Retirement Plan Specialist Designation. PERSONAL Brad and his wife, Cherie enjoy spending time with their grandchildren. They have two adult children and live in Athens, GA. Outside the office Brad is enjoys working out, playing golf, and taking his dog for a run. Brad has served on the Boards of the American Cancer Society, The NE GA Cancer Foundation, as well as the Terry College of Business Student Investment Fund at the University of Georgia. Brad also likes to volunteer his time coaching youth. | ||
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