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North Square Strategic Income Fund I (0P0000X8TN)
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30/04 - Dados em Atraso. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 380,74M
Advisory Research Strategic Income Fund
9,730
+0,040
+0,41%
0P0000X8TN - Visão Geral
Nesta página, você encontrará um perfil aprofundado de North Square Strategic Income Fund I. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000X8TN, entre outras informações.
Informações de Contato
Endereço
10 South LaSalle Street, Suite 1925
Chicago,IL 60603
United States
Chicago,IL 60603
United States
Telefone
1-855-551-5521
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Brandon Bajema | Co-CIO/Senior Portfolio Manager | 2021 | Agora |
| Biografia | 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. | ||
| Jason M. Schwartz | Portfolio Manager | 2020 | Agora |
| Biografia | 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. | ||
| Julia M Batchenko | Senior Portfolio Manager | 2020 | Agora |
| Biografia | Julia Batchenko is a Portfolio Manager for Red Cedar Investment Management. She started in the industry in 2011 and joined Red Cedar in 2019. Prior to joining Red Cedar, she served as Portfolio Analyst at Bahl & Gaynor Investment Counsel working on small and medium cap income growth equity strategies. Previously, Mrs. Batchenko worked at ClearArc Capital (a wholly owned subsidiary of Fifth Third Bank) as an Investment Research Analyst covering large cap income growth equity strategies. Prior to joining ClearArc Capital, she worked as an Associate Wealth Management Advisor at Fifth Third Bank. Her prior experience also includes serving as a Plan Administrator at Great American Financial Resources and an Account Specialist at Union Center Insurance and Investment Company. Mrs. Batchenko is a CFA® charterholder and received a M.A. in Translation from Kent State University, as well as an MBA with a concentration in Finance from Xavier University. | ||
| David L Withrow | President | 2020 | Agora |
| Biografia | 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. | ||
| John L Cassady | Portfolio Manager | 2020 | Agora |
| Biografia | 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. | ||
| Michael J. Martin | Senior Portfolio Manager | 2020 | 2024 |
| Biografia | Michael J. Martin is a Partner, Senior Portfolio Manager for Red Cedar Investment Management. He started in the industry in 1994 and joined Red Cedar in 2018. Previously, he was the Director of Credit Research and Investment Risk Oversight for ClearArc Capital (a subsidiary of Fifth Third Bank). Prior to that, he served as the Director of Tax Free Fixed Income at Lyon Street Asset Management, a subsidiary of Old Kent Bank, which was acquired by Fifth Third Bank. He is a CFA® charterholder and member of the CFA Society West Michigan. Mr. Martin graduated from Michigan Technological University with a B.S. in Geological Engineering and received an MBA from Michigan State University. | ||
| Adam M. Dabrowski | Vice President | 2014 | 2020 |
| Biografia | Adam M. Dabrowski, CFA, FRM, serves as a Vice President of the firm. Prior to joining the firm, he served as a senior developer for a financial services and trading firm. Mr. Dabrowski holds a B.S. in computer science from the De Paul University and an M.B.A. in analytical finance from the University of Chicago. | ||
| Bruce M. Zessar | Managing Director | 2012 | 2020 |
| Biografia | Bruce M. Zessar, CFA, has 19 years of investment experience and serves as a Managing Director of ARI. Prior to joining the firm in 2004, Mr. Zessar served as executive vice president and general counsel of Oasis Legal Finance, LLC, a specialty finance company from 2002 to 2004. He was formerly a partner in the law firm of Sidley Austin, LLP, where he practiced law from 1990 to 2002. Mr. Zessar holds an A.B. magna cum laude in Economics from Harvard University and a J.D. with distinction from Stanford Law School. | ||
| James M. Langer | Managing Director | 2012 | 2018 |
| Biografia | James M. Langer, CFA, serves as a Managing Director and a Portfolio Manager. Prior to joining Advisory Research in 1996, he served as an Investment Analyst at Marquette Capital. Jim's career in finance began at the Center for Research in Security Prices at the University of Chicago where he worked on several academic research projects, including research with Nobel prize winning economist Eugene Fama. Jim holds a BA in economics from the University of Chicago and an MBA from the Kellogg School of Management - Northwestern University. Jim is a Chartered Financial Analyst (CFA®) charterholder. | ||
| Brien O'Brien | - | 2012 | 2013 |
| Biografia | Brien O’Brien, Chairman and CEO of Port Capital, leads the investment management of the firm’s US Small Cap and All Cap strategies. As CEO, he is responsible for the overall management and strategy of the firm. Prior to establishing Port Capital in 2015, Brien co-founded and spent 25 years as Chairman and CEO of a $12.5 billion investment management firm based in Chicago and invested across global markets. Brien led the investment research team and was the Portfolio Managerfor the firm’s US value strategies, including Small Cap, Small Mid Cap, and All Cap. Brien graduated with honors from Boston College with a B.S. in Finance and Theology. He is the Chair of the Board of the University of Chicago Medical Center. Brien is also a member of the Executive Committee of the University of Chicago and serves as a Trustee. Additionally, he serves as a Trustee for Boston College and is a member of the Investment and Endowment Committee. | ||
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