News

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...

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...

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...

By Matt Whittaker 3/8/23 U.S. News & World Report with quotes by Eric Kuby, CIO North Star Investment Management With the U.S. facing aging infrastructure, water investments are in demand.As of 3.8.23: Global Water Resources Inc. (GWRS) – was a 2.18% holding in...

North Star has announced short-term and long-term capital gain distributions for 2022 on our equity mutual funds. *Short-Term and Long-Term Capital Gain distributions were paid on December 9, 2022 North Star Dividend Fund Investment Objective: The primary investment...

By Lewis Krauskopf, Ankika Biswas and Amruta KhandekarImportant 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...

TD Ameritrade Network with Guest Host Eric KubyAs of 9/26/2022: BGSF Inc (BGSF): 2.41% holding in the North Star Opportunity Fund and 3.23% holding in the North Star Dividend Fund. Resources Connection (RGP): 1.19% holding in the North Star Dividend Fund SP Plus (SP):...

By Panos Mourdoukoutas Ph.D.  Eric Kuby quoted in International Business Times Eric Kuby added that “whereas in a healthy economy demand for energy products can lead to higher prices, we are specifically referring to times when spikes in energy prices slow economic...

By Eileen Lauer Eric Kuby quoted in My DrollImportant 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 interest...

Eric Kuby discussion on TD Ameritrade Network The Watch ListAs of 5.20.2022 BGSF, Inc (BGSF) – a 2.02% holding in the North Star Opportunity Fund and 3.21% holding in the North Star Dividend Fund. Boot Barn Holdings (BOOT) – a 1.46% holding in the North Star...