Research

Unique perspectives on market related topics

Real Returns in Real Estate

Closing in on REITs During Periods of Inflation

December 2022

Simplifying the Small-Cap Healthcare Maze

Seeking “Healthy” Returns

September 2022

Meddling in Metals

Small-Cap Materials Stocks Offer Compelling Investment Opportunities

June 2022

Inflation Mitigation

Small-Cap Utilities Outshine Energy

March 2022

Hidden in Plain Sight

ESG-Positive Opportunities Within Small-Cap Industrials

December 2021

Perception Versus Reality

Why Interest Rate Concerns Frequently Drive Unnecessary Rotations Among Equity Market Capitalization Categories

September 2021

Small and Micro Cap Performance During Periods of Rising Interest Rates

March 2021

The Case for Small Cap Dividend Paying Securities

Updated October 2020

The Case for Small Cap Dividend Paying Securities

December 2019

Microcap Stock Returns following Interest Rate Hikes

October 2018

The Current Rationale for Micro Cap Securities in an Equity Portfolio

September 2018

Small Cap Stocks: Percent of Revenue from U.S. Higher than Large Cap Stocks

July 2018

Small Cap Dividends: A Combination of Income and Potential Appreciation

February 2018

Micro Cap Value: A Forward Looking Opportunity

January 2016

The Current Rationale for Micro Cap Securities in an Equity Portfolio

June 2014

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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.

News

Media appearances and mentions