News
Media appearances and mentions
North Star Opportunity Fund and Two Oaks Diversified Growth and Income Fund Merger Announced
Important Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. In general, the price of a fixed income security falls when interest rates rise. There is a risk that issuers and...
North Star Proudly Announces the Following Morningstar Ratings™ for our Equity Mutual Funds
© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its...
Analysis: Micro-cap stock surge
Eric Kuby quoted regarding the recent surge. As posted in Reuters by Lewis KrauskopfImportant 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...
Eric Kuby’s Reopening Picks: ACCO, BBW, SP
Talking Small Caps on TDAmeritrade Morning Trade LiveAs of 2.2.2021: ACCO Brands (ACCO) a 2.97% holding in the North Star Dividend Fund, and ACCO corporate bonds a 3.43% holding in North Star Bond Fund and a 0.46% holding in North Star Opportunity Fund. PetMed Express...
Congratulations to our Portfolio Managers, Eric Kuby and Peter Gottlieb
With a 37.2% return in 2020, the North Star Micro Cap Fund (NSMVX), finished #1 in the Small Cap Value category for the 1-year period ending 12/31/2020 out of 224 funds in the Wall Street Journal Category Kings. The Category King award recognizes the top 10 performing...
2020 Capital Gains Distributions
North Star is proud to announce that we have $0.00 in capital gain distributions for 2020 in the North Star Dividend Fund, the North Star Micro Cap Fund, the North Star Opportunity Fund and the North Star Bond Fund.
Big Tech’s Stock Market Reign May Finally be About to End
Eric Kuby Interviewed by CNN Business Correspondent Paul R. La MonicaAs of 11.30.2020 ACCO Brands Corp (ACCO) is a 3.09% holding in the North Star Dividend Fund and ACCO Corporate bonds are a 3.59% holding in the North Star Bond Fund and a 0.49% holding in the North...
These 5 Small Stocks Could Benefit From an Economic Rebound
Eric Kuby Interviewed by Barron’s for Cover Story on Small Cap StocksAs of 11.13.20 Amazon (AMZN) was a 2.20% holding in the North Star Opportunity Fund. SP Plus (SP) was a 3.45% holding in the North Star Micro Cap Fund. Acme United (ACME) was a 0.78% holding in the...
Small Cap vs. Large Cap Performance
Eric Kuby Talks Opportunities in the Small Cap Space with Oliver Renick, host of TDAmeritrade NetworkAs of 11.5.2020 Collectors Universe (CLCT) was a 3.9% holding in the North Star Dividend Fund and 3.75% holding in the North Star Micro Cap Fund. Bank of Hawaii (BOH)...
U.S. Stocks Tumble Again as Election Looms, Virus Spread Balloons
Reuters interviewed North Star Investment Management CIO Eric Kuby for their piece on the upcoming electionImportant Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. In...
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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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