Fund Management

“We focus our primary research on companies that we believe have strong or improving businesses.”

Eric has over 40 years of experience, serving both individual and institutional clients. As Chairman of the Investment Committee, Eric is responsible for overseeing the firm’s various investment strategies. Eric acts as portfolio manager for the North Star Micro Cap Fund, the North Star Opportunity Fund, the North Star Bond Fund, the North Star Dividend Fund and the North Star Small Cap Value Fund. Eric holds an M.B.A. in Finance as well as a B.A. in Economics from The University of Chicago. Eric and his family live in Lake Forest, Illinois.

“We look for statistically undervalued small and micro cap businesses with substantial free cash flow and a specific growth catalyst, often in boring industries.”

Peter has over 34 years experience in the financial industry. In addition to working with individual clients and families, Peter acts as portfolio manager for the North Star Micro Cap Fund, the North Star Dividend Fund, the North Star Bond Fund, the North Star Opportunity Fund and the North Star Small Cap Value Fund. Peter has served as the Treasurer of a number of charitable and political organizations, and as a Director of a Chicago-area bank, a publicly traded business development company, and a community hospital. Peter earned his B.B.A. from the University of Michigan Ross School of Business. Peter and his family live in Chicago.

James (Jim) Lane has provided equity and debt research for the North Star mutual funds since 2010. Prior to his work for North Star, Jim was a portfolio manager of the Equity Strategy at TRI Asset Management in Boston, after working for more than a decade as a health care equities analyst, specializing in health benefits, insurance and provider companies. His undergraduate degree is in History from Princeton University and he earned a Juris Doctorate degree from Rutgers School of Law.

Brooke works across the North Star Fund Family in various functional areas such as Research and Marketing. Her efforts also involve directing the seasonal intern program and conducting community outreach. Prior to joining North Star full-time, Brooke spent 4 years as an intern studying the firm’s investment philosophy and strategies. Brooke received her Bachelors of Science in Business Administration from the University of Southern California. Outside of the office, she enjoys playing tennis and going to the Farmers Market.