By Reuters Eric Kuby quoted: Still, shareholders are more than happy to see Dimon stick around. Eric Kuby, chief investment officer, North Star Investment Management Corp., which owns JPMorgan shares, said the shares "command a premium multiple" compared to other...
- Archive posts -
News
Targeting Small Caps With 3%-Plus Yields and Rising Payouts
By The Wall Street Transcript The Wall Street Transcript interviewed Eric Kuby, CIO of North Star Investment Management Corp., about the North Star Dividend Fund and its focus on small-cap stocks with yields above 3% and increasing dividends. Read the full interview...
Wall St Week Ahead Persistent Iran war, energy price surge set to sway wavering stocks
By Lewis KrauskopfEric Kuby quoted: "If you're a trader, you watch oil prices because I do think that that's generally giving the leading indicator as to how the financial markets are viewing the outlook for the conflict," said Eric Kuby, chief investment officer at...
The Dynamics Of Merging Two Microcap Funds
By Bill HortzTo better understand this investment merger process and get an update on the microcap marketplace, we reached out to Eric Kuby, chief investment officer and co-portfolio manager, North Star Micro Cap Fund and Michael Corbett, formerly chief investment...
Press Release
North Star Family of Funds announces merger Chicago, IL (March 2, 2026) – North Star Investment Management announced that an Agreement and Plan of Reorganization was approved at a special meeting of shareholders of the Perritt MicroCap Opportunities Fund, whereby the...
Investors look for signs of bottom in software rout after Anthropic announcement
By Thomson Reuters Eric Kuby, CIO of North Star Investment Management was interviewed by Thomson Reuters on Tuesday regarding the Anthropic announcement: “We feel positive to see companies partnering with Anthropic, and we think that that might be the next chapter of...
Investors ramp up bets on steeper yield curve under Warsh-led Fed
By Gertrude Chavez-Dreyfuss February 3, 2026 ERIC KUBY, CHIEF INVESTMENT OFFICER, NORTH STAR INVESTMENT MANAGEMENT CORP, CHICAGO "The main outcome of shrinking the balance sheet would be to have a yield curve that is more normally positively sloped as it was...
North Star Funds 2025 Capital Gains Distributions
North Star has announced short-term and long-term capital gain distributions for 2025 on our equity mutual funds. Short-Term Capital Gain Long-Term Capital Gain Income Factor North Star Dividend Fund (NSDVX) 0.0771 0.0326 0.0487 North Star Micro Cap Fund...
Investors eye holiday season turbulence amid AI and rate cut doubts
By Lewis Krauskopf and Saquib Iqbal Ahmed, Reuters ERIC KUBY, CHIEF INVESTMENT OFFICER, NORTH STAR INVESTMENT MANAGEMENT CORP, CHICAGO "It's certainly approaching what looks like is going to be a volatile holiday season," said Eric Kuby, chief investment officer at...
Small Cap Insights – Darrow Associates
Small Cap Insights - Powered by Darrow Associates Ep. 10: Eric & Brooke Kuby, North Star Investment Management By Jack Greenberg - Darrow Associates Darrow Associates recently interviewed Eric Kuby, CIO, and Brooke Kuby, Research Analyst, on their Small Cap...
Wall St Week Ahead-Resilient stocks rally faces earnings wave after AI, Fed wobbles
By Lewis Krauskopf, Reuters ERIC KUBY, CHIEF INVESTMENT OFFICER, NORTH STAR INVESTMENT MANAGEMENT CORP, CHICAGO "Investors want to know not only what the growth prospects look like, which has been the focus as these stocks have skyrocketed ... but also how much are...
Small Caps, Rate Cuts, and Stock Selection
By Bill Hortz, Institute for Innovation Development [With interest rate cuts now a reality and expected to continue to trend lower, it may be time to explore traditional thinking on the topic of small cap stocks, effects of rate cuts, and their investment...
Industrial sector’s gains to be tested as earnings ramp up
By Lewis Krauskopf, ReutersERIC KUBY, CHIEF INVESTMENT OFFICER, NORTH STAR INVESTMENT MANAGEMENT CORP, CHICAGO The market has shown resilience despite "an incredible amount of uncertainty," said Eric Kuby, chief investment officer at North Star Investment Management...
Perspectives on Small- and Micro-Cap Markets
By Bill Hortz, Institute for Innovation Development [With over two decades of underperformance to their larger brethren, small-cap and micro-cap stocks are due for a deep dive review and reappraisal. This divergent performance has created significant relative...
Investors welcome news of progress in US-China trade talks; US stock futures rise
By Susanne McGee, Reuters ERIC KUBY, CHIEF INVESTMENT OFFICER, NORTH STAR INVESTMENT MANAGEMENT CORP, CHICAGO "This is a step in the right direction, showing that both sides are interested in coming to a constructive conclusion and develop a better trade...
US stocks nosedive as Trump harangues Powell
by Reuters ERIC KUBY, CHIEF INVESTMENT OFFICER, NORTH STAR INVESTMENT MANAGEMENT CORP, CHICAGO "It's really two major stories pushing the market lower. One is the lack of any trade deals over the weekend. I think that we all go home at night hoping that we wake up in...
Wall Street week ahead-Wobbly US stocks face test with tariffs, jobs data
By Reuters The S&P 500 posted a weekly loss, selling off on Friday after data pointed to underlying price pressures. The index is down 9.17% from its February 19 high as uncertainty over the health of the U.S. economy and trade policy has kept investors on edge....
North Star Funds 2024 Capital Gains Distributions
North Star has announced short-term and long-term capital gain distributions for 2024 on our equity mutual funds. *Short-Term and Long-Term Capital Gain distributions ex-dividend date 12/9/24; payable date...
BlackRock targets private credit growth with $12 billion HPS acquisition
By Arasu Kannagi Basil and Davide Barbuscia, Reuters December 3, 2024 “This is a really good move for them to try and bolster their higher fee areas,” said Eric Kuby, chief investment officer at North Star Investment Management Corp, which holds BlackRock shares.As...
Small Caps Flexing Strength in the Markets Ahead
Schwab Network Market on Close 8/30/24 Guest: Eric Kuby As of 8/30/24: Superior Group of Cos (SGC) - 2.33% holding in the North Star Dividend Fund and a 2.11% holding in the North Star Micro Cap Fund. BlueBird (BLBD) – 4.27% holding in the North Star Small Cap...
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