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Mutual Fund News and Media Appearances & Mentions
Eric Kuby Quoted in Reuters article: Back-to-school may lift U.S. retail shares after recent lull
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...
Eric Kuby, Chief Investment Officer of North Star Investment Management Corp., and Oliver Renick of TDAmeritrade Network discuss Small-Caps Beginning to Rally
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...
Eric Kuby, Chief Investment Officer of North Star Investment Management Corp., talks about some of his stocks of interest
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...
North Star Micro Cap Fund – A Standout Amongst Small-Cap Value Funds
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...
North Star Opportunity Fund and Two Oaks Diversified Growth and Income Fund Merger Announced
Important Risk Information: Mutual Funds have investment risks including loss of principal. There is no guarantee the 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...
North Star Proudly Announces the Following Morningstar Ratings™ for our Equity Mutual Funds
© 2021 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its...
Analysis: Micro-cap stock surge
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...
Eric Kuby’s Reopening Picks: ACCO, BBW, SP
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...
Congratulations to our Portfolio Managers, Eric Kuby and Peter Gottlieb
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...
2020 Capital Gains Distributions
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.
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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.