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North Square Trilogy Alternative Return Fund Class A Shares (0P0000VE68)
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27/09 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.11M
Stadion Trilogy Alternative Return Fund Class A Sh
10.817
-0.003
-0.03%
- Overview
- Profile
- Historical Data
- Holdings
0P0000VE68 Overview
On this page you'll find an in-depth profile of North Square Trilogy Alternative Return Fund Class A Shares. Learn about the key management, total assets, investment strategy and contact information of 0P0000VE68 among other information.
Investment Strategy
The investment seeks total return, with an emphasis on lower risk and volatility than the U.S. equity markets. The fund combines multiple investment strategies and investment techniques that are designed to generate return and manage risk exposure across varying market conditions. The advisor expects that (i) approximately 30% to 70% of the fund's assets will be allocated to the Equity Position, (ii) approximately 30% to 50% of the fund's assets will be allocated to the Income Position and (iii) approximately 2% to 30% of the fund's assets will be allocated to the Market Movement Position.
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 |
|---|---|---|---|
| Clayton Wilkin | Portfolio Manager | 2019 | Now |
| 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 | Now |
| 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. | ||
| Clayton Shiver | Portfolio Manager | 2015 | 2020 |
| Biography | Clayton Shiver, CFA. Mr. Shiver serves as a portfolio manager for Stadion Money Management, LLC and has served as an analyst among other duties for Stadion Money Management, LLC (and its predecessor) since 2009. He has a Bachelor of Business Administration Degree in Finance from the University of Georgia and also holds the Chartered Financial Analyst designation. | ||
| Clayton Fresk | Portfolio Management Analyst | 2017 | 2019 |
| Biography | Clayton is responsible for managing allocations across Stadion’s suite of products. He conducts in-depth model, market, product, and performance analysis and is a key liaison between the department and Sales and Marketing. He is also a regular contributor to etftrends.com and etf.com and was named an "ETF Rockstar" in 2013 by ETF Report. Clayton joined Stadion in 2009, before which he was most recently a Sr. Business Analyst at RiverSource Investments, LLC in Minneapolis, MN. Clayton holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Minnesota. He also received an MBA degree and a Bachelor's degree in Finance & Marketing from the University of Minnesota. | ||
| William McGough | Portfolio Manager | 2015 | 2019 |
| Biography | Will McGough joined Stadion Money Management in 2003. He leads the implementation of model-driven investment decisions and investment/market analysis to fulfill Stadion's investment products’ mandates. Will also helps guide the development of systems and processes critical to achieving scalable growth. A key interface with Stadion's institutional partners, Will is responsible for Stadion's best execution efforts and has played a pivotal role in managing Stadion's operational on-boarding of new products and the Portfolio Management team's launch or integration of them. Will received his BBA in Finance from the University of Georgia and also holds the Chartered Financial Analyst designation. Will is a member of the CFA Institute, the CFA Society of Atlanta, the American Association of Professional Technical Analysts, National Association of Active Investment Managers, the UGA Alumni Association and National Eagle Scout Association. | ||
| Jonathan W. Weaver | Portfolio Manager | 2012 | 2015 |
| Biography | Jonathan W. Weaver is a Portfolio Manager for Stadion Money Management, LLC and has served in that capacity since joining the Advisor in 2011. Mr. Weaver served as a representative for Wells Fargo Advisors, LLC from 2010 until 2011 where he developed portfolios for high net worth clients. Mr. Weaver received his M.B.A. Degree from Emory University in 2000 and is working towards his Ph.D. in Finance from Emory, in pursuit of which he attended Emory full-time from 2006 to 2010. He also received a B.A. Degree in Economics from Vanderbilt University and holds the Chartered Financial Analyst designation. Mr. Weaver was Director of Risk Management/Quantitative Analysis at Collins Capital from 2002 until 2006 and retained a consulting position until 2009, founded his own trading company from 2000 - 2002 and was an options and derivatives trader for JFJ International, RCI Limited Partnership from 1994 until 1997. | ||
| David C. Pursell | Portfolio Manager | 2012 | 2015 |
| Biography | Mr. Pursell joined Cambria in March 2017. Mr. Pursell is also a manager of Cambria’s corresponding separate account business. Prior to joining Cambria, Mr. Pursell worked for IFAM Capital from 2015 to 2017 as a Director and member of the investment committee. While at IFAM his responsibilities included asset management and the firm’s overall asset allocation strategy. Previous to this, Mr. Pursell worked at Stadion Money Management from 2012 to 2015 where he was a Senior Portfolio Manager of two of the firm’s mutual fund strategies. Prior to joining Stadion, Mr. Pursell was part of Morgan Stanley’s Investment Bank, within their Private Wealth Division. His background also includes roles at Merrill Lynch’s Private Banking and Investment Group. Mr. Pursell received a B.B.A in Finance and also holds an M.B.A. from Emory University’s Goizueta Business School. | ||
| Gregory L. Morris | Chief Technical Analyst | 2012 | 2012 |
| Biography | Gregory L. Morris is Chairman of the Investment Committee for Stadion Money Management, Inc. Prior to this role, Greg served as a Trustee and Advisor to the MurphyMorris ETF Fund and as Treasurer and Chief Executive Officer of MurphyMorris Money Management Co. and MurphyMorris.com. Greg has been a technical market analyst for over 30 years ranging from analysis software development to website analysis and education, to money management. He has written two books, "Candlestick Charting Explained," "The Complete Guide to Market Breadth Indicators." He was a Navy fighter pilot, is a graduate of the Navy Fighter Weapons "Top Gun" School, and holds a degree in Aerospace Engineering from the University of Texas. | ||
| Timothy Allen Chapman | Co-Founder, CEO | 2012 | 2012 |
| Biography | Mr. Chapman serves as Chairman and Chief Executive Officer of Stadion Money Management, LLC. He was co-founder of Stadion Inc. and served as its Chairman and Chief Executive Officer from 1993 until 2011. He is currently Treasurer of the Trust. Mr. Chapman was also a co-founder and Vice President of MurphyMorris Money Management Co., an investment advisory firm and affiliate of Stadion Inc. that managed the MurphyMorris ETF Fund, a mutual fund that merged with and into the Core Advantage Fund in June 2005. Mr. Chapman studied Economics at the University of Georgia and has been in the investment business since 1981. | ||
| Judson P. Doherty | President | 2012 | 2012 |
| Biography | Judson P. Doherty, CFA. Mr. Doherty has served as President of Standion Money Management, LLC(and its predecessor) since 2007. He previously served as Chief Compliance Officer of Standion (and its predecessor) from 2001 until 2010 and Chief Financial Officer from 2001 until 2011. He also serves as President of the Trust. Mr. Doherty received his Bachelor of Arts degree in Economics from Vanderbilt University in 1991. Mr. Doherty also holds the Chartered Financial Analyst designation. | ||
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