News
Media appearances and mentions
Constructing an Opportunistic Balanced Fund
The Wall Street Transcript interview with Brad Cohen and Jim TassoniImportant 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...
Eric Kuby on Russell 2000 and S&P 500 Performance
TDAmeritrade Market on CloseAs of 7/10/19 MOV was a 0.82% holding in the North Star Opportunity Fund, and a 2.88% holding in the North Star Micro Cap Fund. ACME (ACU) was a 2.15% holding in the North Star Dividend Fund, a 3.10% holding in the North Star Micro Cap Fund...
North Star Micro Cap Fund (NSMVX) mentioned in Barron’s Leaders & Laggards this month as best Small-Cap Value Fund for 2nd QTR 2019
The investment objective of the North Star Micro Cap Fund is capital appreciation. The fund invests in micro-cap companies, defined as companies with market capitalization under $500 million.Important Risk Information: Mutual Funds have investment risks including loss...
What’s Next for Small Caps? Eric Kuby Weights In
TDAmeritrade Market on CloseNorth Star Dividend Fund Investment Objective: The primary investment objective of the North Star Dividend Fund is to generate dividend income and the secondary objective is to seek capital appreciation. North Star Micro Cap Fund Investment...
Eric Kuby quoted in Reuters: Trade hopes buoy stocks, Brexit setback hits pound
by Lewis KrauskopfImportant Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and expenses of the...
Eric Kuby Quoted in MarketWatch: Stocks inch toward record territory as Nasdaq trades above 8,000 points
by Sue Chang and Chris MatthewsImportant Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and...
Eric Kuby Quoted in CIO Magazine: Cause for Worry: Stock and Bond Prices Walk Hand in Hand
Important Risk Information: Mutual funds have investment risks including loss of principal. There is no guarantee either fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and expenses of the North Star Funds....
Eric Kuby quoted in Reuters: Trade hopes buoy stocks, Brexit setback hits pound
by Lewis KrauskopfImportant Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and expenses of the...
Eric Kuby Talks Speedway Motorsports (TRK) and LSI Industries (LYTS)
TDAmeritrade Network Market on CloseNorth Star Dividend Fund Investment Objective: The primary investment objective of the North Star Dividend Fund is to generate dividend income and the secondary objective is to seek capital appreciation. North Star Micro Cap Fund...
Eric Kuby quoted in Reuters: S&P 500 Slips with Apple, lingering fears on global growth
by Caroline ValetkevitchImportant Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the fund will meet its objective. Investors should carefully consider the investment objectives, risks, charges and expenses of...
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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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