The North Star Mutual Funds offer a number of investment strategies that provide exposure to publicly traded stocks and bonds. Considering both risk and return, we look to establish long-term positions in high-quality businesses at the right price. The result is a portfolio of securities typically undiscovered by most investors, and which we believe may offer compelling value.
The North Star Funds are managed by North Star Investment Management Corporation, part of the North Star Family of Financial Services. Currently, over $300 million is invested in the North Star Funds.
North Star Dividend Fund (NSDVX)
The primary investment objective of the North Star Dividend Fund is to generate dividend income, and the secondary objective is to seek capital appreciation. The Fund seeks to achieve its objective by investing in a diversified portfolio of dividend-paying securities with market capitalizations under $2.5 billion.
North Star Micro Cap Fund (NSMVX)
The investment objective of the North Star Micro Cap Fund is capital appreciation. The Fund seeks to achieve its objective of capital appreciation by investing in micro-cap companies, defined as companies with market capitalizations under $1 billion.
North Star Bond Fund (NSBDX)
The primary investment objective of the North Star Bond Fund is to generate income, with preservation of capital as a secondary objective. The Fund seeks to achieve its investment objectives by investing in a diversified portfolio of bonds and other fixed-income securities.
North Star Opportunity Fund (NSOIX)
The primary investment objective of the North Star Opportunity Fund is long-term capital appreciation. The Fund seeks to achieve its objective by investing in a diversified portfolio of “Micro to Macro” securities – from small- and micro-cap companies to the largest global corporations.
North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom.
The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.