The North Star Funds are managed by North Star Investment Management Corporation, part of the North Star Family of Financial Services. North Star is a Chicago-based investment management firm serving individual investors and pooled accounts since 2003. The firm currently manages over $1.9 billion in client assets.
Chief Investment Officer, North Star Investment Management
“We focus our primary research on companies that we believe have strong or improving businesses.”
Eric has over 39 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.
Chairman & Chief Executive Officer, North Star Financial Services;
President, North Star Investment Management
“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 33 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.
Chief Equity Strategist & Senior Portfolio Manager
“We believe that active management can make a big impact on portfolio returns, especially in small cap investing.”
Brad has over 28 years of financial industry experience. In addition to working with individual clients, Brad acts as portfolio manager for the North Star Opportunity Fund and North Star Bond Fund. Previously he had 13 years of security experience as a member, specialist, and trader on the Chicago Stock Exchange. Brad graduated from the University of Maryland and received his J.D. from Marquette Law School. Brad and his family live in Highland Park, Illinois.
James (Jim) Lane
Senior Research Analyst
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.
Research Analyst & Content Marketing Associate
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.
Knowledge Management Coordinator
Anna has over 7 years of experience in wealth management. Her financial experience runs the gamut of operations and client service. A year ago she joined the research team working directly with CIO Eric Kuby. On a day to day basis she manages the organization of research to be utilized by our analysts and portfolio managers. Anna received a Bachelors of Science from Illinois State University in the Spring of 2015. She has lived in the Chicagoland area for the better part of 22 years and is an avid hockey player.