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North Star Small Cap Value Fund 2023 Capital Gains Distributions
North Star has announced short-term and long-term capital gain distributions for 2023 on our North Star Small Cap Value Fund. Investment Objective: The North Star Small Cap Value Fund seeks long-term capital appreciation. Definitions Short-Term Capital...
Goldilocks hopes return to Wall St after benign inflation report
By Lewis Krasukopf and Saqib Iqbal Ahmed Eric Kuby Quoted in Reuters November 14, 2023 “The broader market has been challenged with this consensus negative view about both a recession and inflation," said Eric Kuby, chief investment officer at North Star...
JPMorgan profit beats estimates on record interest income, First Republic purchase
By Niket Nishant and Nupur Anand with quote by Eric Kuby October 13, 2023 The results "look really good and it just shows what a great operator they are," said Eric Kuby, chief investment officer at North Star Investment Management in Chicago, who owns JPMorgan...
Harsh reality of ‘higher-for-longer’ rates looms over US stocks
By Lewis Krauskopf, David Randall and Carolina Mandl with quote by Eric Kuby September 27, 2023 "We don’t believe that 'higher for longer' will prove true,” said Eric Kuby, chief investment officer at North Star Investment Management Corp.Important Risk...
Why are some investors sweating bullets over the rising oil prices?
The Motley Fool Sept 30, 2023 Bronwyn Allen with quote by Eric KubyEric Kuby, Chief Investment Officer at North Star Investment Management Corp, doesn't think US Interest Rates will stay higher for longer, but comments: "Certainly, the combination of the Fed's...
PDCO, GRBK, EPM: High Interest Rates & Oil Prices Are Beating Up Consumer Sentiment
Schwab Network Morning Trade Live 9/27/2023 Guest: Eric Kuby As of 9/27/23: Wintrust (WTFC) - 2.30% holding in the North Star Dividend Fund. CarParts.com (PRTS) – 2.07% holding in the North Star Opportunity Fund and 1.91% holding in the North Star Micro Cap Fund...
Why Are Stocks Down Today?
By Shrey Dua, InvestorPlace Asst News Writer with quote from Eric Kuby Stocks are sliding on paused debt ceiling negotiations According to Eric Kuby, Chief Investment Officer at North Star Investment Management, the nature of today’s stock slump may show that things...
North Star Family of Funds adds new Small Cap Fund
Chicago, IL (May 15, 2023) – North Star Investment Management announced that an Agreement and Plan of Reorganization was approved at a special meeting of shareholders of the Walthausen Small Cap Value Fund, whereby the Fund was reorganized into the North Star Small...
Wall St Week Ahead Amid banking woes, faltering US small-caps offer ominous economic sign
by Lewis Krauskopf, Reuters with quotes from Eric KubyImportant Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. In general, the price of a fixed income security falls when...
WTFC, BOH, OCFC, APOG: Small Cap Stocks To Invest In
Eric Kuby on TD Ameritrade Network Morning Trade LiveAs of 4.20.2023: Wintrust Financial (WTFC) – a 2.31% holding in the North Star Dividend Fund Westwood Holdings (WHG) – a 1.02% holding in the North Star Micro Cap Fund and 1.81% holding in the North Star Dividend...
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Eric Kuby, Chief Investment Officer of North Star Investment Management, writes a weekly commentary on market and economic trends.
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