Portfolio

North Square Investments

Ampersand partnered in the launch of North Square Investments, designing the brand and marketing ecosystem for a scalable multi-boutique asset management platform.

Sector: Asset management — Multi-boutique
Engagement type: Foundational | Multi-phase
Scope: As independent, multi-boutique North Square Investments came to life in 2018, Ampersand was retained as lead brand and marketing architect at launch — partnering directly with executive leadership to define market positioning, marketing infrastructure, and enterprise content for the firm’s launch.

Screenshot of North Square Investments website homepage featuring a blue background with white text, a navigation menu at the top, and a call-to-action button labeled 'Our Investment Strategies'.

Impact

  • Established a differentiated brand platform that remains in market today

  • Positioned North Square for multi-boutique expansion and manager acquisition

  • Created a scalable marketing infrastructure supporting long-term growth

  • Strengthened enterprise credibility — contributing to the firm’s attractiveness as an acquisition target

  • Developed a visual and messaging system still embedded across client-facing communications

North Square Investments firm overview infographic with key facts: founded in July 2018, $10 billion assets under management, 60 employees, 158 years of combined experience, and two investment teams, including North Square Investments Leadership Team
Book cover titled 'Enhancing Yield with Preferred Securities,' published by North Square Investments, 1Q 2021, with a subtitle about understanding nuances in a misunderstood asset class and a section about preferred securities features.
Financial report for North Square Multi Strategy Fund, 2Q 2019, including fund details, investment approach, stock selection, rankings, annual returns, calendar year returns, and expense ratio.
Title slide with North Square Investments logo, reading "Enhancing Yield with Preferred Securities" and a subtitle about understanding the nuances of a misunderstood asset class, with Red Cedar Investment Management logo at the bottom.