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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...
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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.