News

Small-Cap Stocks are ‘trying to find a footing’As of 3.25.2022: Barrett Business Services (BBSI) – a 2.65% holding in the North Star Micro Cap Fund. Delta Apparel (DLA) – a 2.28% holding in the North Star Micro Cap Fund. North Star Dividend Fund Investment Objective:...

North 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 Objective: The primary...

As of 1.11.2022: Escalade (ESCA) – 3.57% holding in the North Star Dividend Fund and 3.27% holding in the North Star Micro Cap Fund. Amazon (AMZN) – 2.34% holding in the North Star Opportunity Fund Microsoft (MSFT) – none Google (GOOG) – 3.96% holding in the North...

North Star is proud to announce there were no short term capital gain distributions for 2021 on our equity mutual funds. *Long-Term Capital Gain distributions were paid on December 9, 2021 North Star Dividend Fund Investment Objective: The primary investment objective...

TDAmeritrade Network Market on Close with Tom WhiteAs of 11/11/2021: Turtle Beach (HEAR) was a 4.64% holding in the North Star Micro Cap Fund and a 2.89% holding in the North Star Opportunity Fund. HEAR is not held in the North Star Dividend Fund. Blue Bird (BLBD) was...

by Caroline ValetkevitchAs of 9.3.2021: Target (TGT) – is a 2.72% holding in the North Star Opportunity Fund. ACCO Brands (ACCO) – is a 3.36% holding in the North Star Dividend Fund and a 2.34% holding in the North Star Micro Cap Fund. North Star Dividend Fund – The...

TDAmeritrade Network Morning TradeAs of Sept 2nd, 2021 Movado (MOV) – 0.53% holding in the North Star Micro Cap Fund Del Taco (TACO) – 1.84% holding in the North Star Dividend Fund Sharps Compliance (SMED) – 0.34% holding in the North Star Micro Cap Fund North Star...

TDAmeritrade Network Market on CloseStocks Of Interest: BBW, ACCO, EPM As of July 8, 2021 Build a Bear Workshop (BBW) was a 2.41% holding in the North Star Micro Cap Fund. ACCO Brands (ACCO) was a 2.81% holding in the North Star Dividend Fund and a 1.95% holding in...

Mutual Fund ObserverInvestment Objective North Star Micro Cap Fund: 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 capitalizations under $1 billion.Important...

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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...

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...

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...

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.

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...

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...

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)...

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...

TDAmeritrade Network Morning Trade LiveAs of 9.14.2020: Wintrust (WTFC) is a 0.98% holding in the North Star Dividend Fund. Bank of Hawaii (BOH) is a 1.30% holding in the North Star Dividend Fund. SP Plus (SP) is a 2.60% holding in the North Star Micro Cap Fund....