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 this discussion,” said Eric Kuby, chief investment officer at North Star Investment Management Corp in Chicago.
“The conversation might change from disruption to what are the use cases, how does this benefit your business,” Kuby said. “It’s been such a one-sided conversation on the disruption side.”
Holdings as of 2/24/26
Anthropic – North Star has no position in this private company.
FactSet (FDS) – no holding in the North Star Funds
Salesforce (CRM) – no holding in the North Star Funds
Docusign (DOCU) – no holding in the North Star Funds
Advanced Micro (AMD) – the North Star Opportunity Fund has a 3.5% holding in AMD
Meta Platforms (META) – no holding in the North Star Funds
LegalZoom (LZ) – the North Star Small Cap Value Fund has a 0.7% holding in LZ
IBM (IBM) – no holding in the North Star Funds
Eric Kuby, Chief Investment Officer, North Star Investment Management, acts as portfolio manager for the North Star Micro Cap Fund, the North Star Opportunity Fund, the North Star Bond Fund, the North Star Dividend Fund and the North Star Small Cap Value Fund.
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 investment objective of the North Star Micro Cap Fund is capital appreciation and, secondarily, to derive income from short term liquid securities.
North Star Opportunity Fund Investment Objective: The investment objective of North Star Opportunity Fund is long-term capital appreciation.
Important 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 income security falls when interest rates rise. There is a risk that issuers and counterparties will not make payments on securities and other investments held by the Fund, resulting in losses to the Fund. The Fund may invest in high yield securities, also known as “junk bonds”. High yield securities provide greater income and opportunity for gain but entail greater risk of loss of principal. Foreign common stocks and currency strategies will subject the Fund to currency trading risks that include market risk, credit risk and country risk. Municipal securities are subject to credit risk where a municipal security might not make interest and principal payments as they come due. The Advisor follows an investing style that favors value investments. At times when the value investing style is out of favor, the Fund may underperform other funds that use different investing styles. Investments in lesser known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. As with any investment, there are risks associated with REITs. Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. The Advisor does not attempt to keep the portfolio structure or fund performance consistent with any market index. Increased portfolio turnover may result in higher brokerage commissions, and other transaction costs may result in taxable capital gains. No-load mutual funds are sold without sales charge; however, they have ongoing expenses, such as management fees.
Investors should carefully consider the investment objectives, risks, charges and expenses of the North Star Funds. This and other important information about each of the Funds are contained in the prospectus, which can be obtained at www.nsinvestfunds.com or by calling (855) 580-0900. The prospectus should be read carefully before investing. The North Star Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC.
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