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...

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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...

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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...

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Kuby’s Commentary

Eric Kuby, Chief Investment Officer of North Star Investment Management, writes a weekly commentary on market and economic trends.

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