Decades of Experience
North Star Mutual Funds offer investment strategies that provide exposure to publicly traded stocks and bonds.
Our “Micro to Macro” approach to investing incorporates expertise in finding undervalued and overlooked small- and micro-capitalization companies, as well as investing in opportunities identified by our macroeconomic and primary research.
For more than 20 years, we have navigated through volatile markets while attempting to illuminate value and uncover unique investment opportunities. Considering risk and return, North Star’s Investment & Research Team looks to establish long-term positions in high-quality businesses at the right price. The result is a portfolio of securities typically undiscovered by most investors, which we believe may offer compelling value.