North Square Investments launches actively managed large cap equity ETFs
Long-tenured teams to manage North Square Disciplined Value (NSIV) and North Square Growth Opportunities (NSIG) ETFs
CHICAGO–(BUSINESS WIRE)–
North Square Investments, a division of Azimut NSI and part of Azimut Group, an asset manager with more than $180 billion in assets globally, today announced the launch of North Square Disciplined Value ETF (NSIV) and North Square Growth Opportunities ETF (NSIG). Both are listed on the NYSE and are managed by long-tenured teams curated from institutional manager CS McKee.
“The teams behind NSIV and NSIG bring high caliber pedigrees and leading differentiated strategies,” said Mark Goodwin, CEO of Azimut NSI and North Square Investments. “We believe these products are well positioned for U.S. advisor adoption right now. This is about delivering exceptional active management in the fund structure advisors are increasingly asking for.”
Azimut Group, one of Europe’s largest independent asset managers, acquired North Square in early 2026 and formed Azimut NSI, a $21 billion U.S. platform that pairs institutional investment management with retail distribution reach and consists of three distinct firms: North Square Investments (retail and institutional distribution), CS McKee (institutional fixed income and equity) and Kennedy Capital Management (institutional micro/small/mid-cap equity).
Azimut Group CEO Giorgio Medda said, “The U.S. is a critical component of our strategy. The integration of North Square’s proven distribution engine with Azimut’s global investment management expertise creates the ideal combination to bring these distinctive active strategies to American investors. As we continue to strengthen this powerful synergy, we look forward to introducing additional compelling ETF strategies in the coming months.”
Proven large-cap strategies in a structure advisors asked for
NSIV (Disciplined Value ETF) and NSIG (Growth Opportunities ETF) target U.S. large-cap value and large-cap growth, two of the largest equity allocations in most investors’ portfolios, and the categories experiencing a pronounced structural shift from mutual funds to ETFs.
- NSIV is managed by CS McKee’s large-cap value team — Mary Jane Matts, Ted Moore, and Graham Harkins — with 13, 13, and 6 years of continuous tenure, carried forward from predecessor firm Foundry Partners following CS McKee’s 2025 acquisition. The fund draws on a fundamental, normalized-earnings approach developed over decades of institutional mandates. NSIV’s underlying strategy has approximately $2 billion in assets.
- NSIG is managed by Saverio Papagno, who joined CS McKee in 2026 to run a U.S.-focused growth strategy. Papagno brings more than 20 years of equity research and portfolio management experience at Azimut and will maintain access to the firm’s broader equity research infrastructure of 70+ investment professionals.
About North Square
Founded in 2018 and headquartered in Chicago, Illinois, North Square Investments is dedicated to delivering differentiated active investment strategies to the market. North Square is a leader in aggregating high-quality, alpha-generating active strategies to assist financial intermediary partners in building superior risk-adjusted portfolios for the benefit of their clients.
North Square is part of the asset management arm of Azimut Group in the U.S.: Azimut NSI, which is comprised of three 100% or majority-owned firms by Azimut Group: North Square Investments, CS McKee and Kennedy Capital Management. As of June 30, 2026, Azimut NSI had $23.5 billion of assets under management. The Azimut Group of companies is one of Europe’s largest independent asset managers, with more than $180 billion in assets (€158 billion) in 20 different countries as of June 30, 2026. Learn more about North Square Investments at northsquareinvest.com.
Principal Risks of Investing, North Square Disciplined Value ETF: Risk is inherent in all investing, including an investment in the Fund. An investment in the Fund involves risk, including, the following principal risks, among others: Market Risk, Equity Risk, Value-Oriented Investment Strategies Risk, Large-Cap Company Risk, Sector Focus Risk, New Fund Risk, Authorized Participant Concentration Risk, Cash Transactions Risk, Convertible Securities Risk, Cybersecurity Risk, ETF Structure Risk, Fixed Income Securities Risk, Foreign Investment Risk, Gap Risk, High Portfolio Turnover Risk, Inflation and Deflation Risk, Large Shareholder Risk, Management and Strategy Risk, Preferred Securities Risk, Reliance on Technology Risk and Valuation Risk. Summary descriptions of these and other principal risks of investing in the Fund are set forth below. Each risk summarized below is a principal risk of investing in the Fund and different risks may be more significant at different times depending upon market conditions or other factors. Before you decide whether to invest in the Fund, carefully consider these risks associated with investing in the Fund, which may cause investors to lose money. There can be no assurance that the Fund will achieve its investment objectives. An investment in the Fund is not a deposit of any bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
Principal Risks of Investing, North Square Growth Opportunities ETF: Risk is inherent in all investing, including an investment in the Fund. An investment in the Fund involves risk, including, the following principal risks, among others: Market Risk, Equity Risk, Growth-Oriented Investment Strategies Risk, Large-Cap Company Risk, Mid-Cap Company Risk, Sector Focus Risk, Derivatives Risk, New Fund Risk, Authorized Participant Concentration Risk, Cash Transactions Risk, Convertible Securities Risk, Cybersecurity Risk, ETF Structure Risk, Fixed Income Securities Risk, Gap Risk, High Portfolio Turnover Risk, Inflation and Deflation Risk, Large Shareholder Risk, Management and Strategy Risk, Preferred Securities Risk, Reliance on Technology Risk and Valuation Risk. Summary descriptions of these and other principal risks of investing in the Fund are set forth below. Each risk summarized below is a principal risk of investing in the Fund and different risks may be more significant at different times depending upon market conditions or other factors. Before you decide whether to invest in the Fund, carefully consider these risks associated with investing in the Fund, which may cause investors to lose money. There can be no assurance that the Fund will achieve its investment objectives. An investment in the Fund is not a deposit of any bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency.
ETFs are subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a premium or discount to its net asset value, an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact an ETF’s ability to sell its shares. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the ETF. Brokerage commissions will reduce returns.
Call 855-551-5521 or visit northsquareinvest.com for the most recent month-end performance results. Current performance may be lower or higher than the performance data quoted. The performance data quoted represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Performance shown reflects contractual fee waivers. Without such waivers, total returns would be reduced.
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by calling 855-551-5521. Please read the prospectus carefully before you invest.
North Square is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Information contained herein derives from third-party sources believed to be reliable by the Adviser. However the accuracy and completeness cannot be guaranteed.
Distributed by Foreside Fund Services, LLC.
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KEYWORDS: United States North America Illinois
INDUSTRY KEYWORDS: Asset Management Professional Services Finance
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