NORTH STAR ASSET Overview
North Star Asset Management Inc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 16 employees, of which 11 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 142% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 142% of the manager's regulatory AUM.
NORTH STAR ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTH STAR ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 3.51% | Tech | 7.98% | -0.01% | 0 | 45% | ||
| MSFT | 2.86% | Tech | 12.17% | 0.11% | 0 | 53% | ||
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FEATURED IN
NORTH STAR ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kenneth J. Brusda | Chairman And Managing Director | May-1996 |
| Michael Flesch | Managing Director | May-1996 |
| Eric Richter | Managing Director | May-1996 |
| David W. Risgaard | President And Managing Director | May-1996 |
| Geoffry A. Penn | Managing Director | May-1996 |
| Bradley C. Buchanan | Vice Pres/Portfolio Manager | November-1997 |
| Robert S. Huntley | Vice President/Portfolio Manager | May-2000 |
| Renee L. Kaufert | Chief Compliance Officer | October-2004 |
| Mark P. Reilly | Vice President/Portfolio Manager | December-2006 |
| Thomas Kurkowski | Vice President/Portfolio Manager | August-2007 |
| David L. Hackfort | Vice President And Portfolio Manager | September-2012 |
NORTH STAR ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
NORTH STAR ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
NSAM tailors each portfolio to meet the specific needs and objectives of our clients through a combination of high quality, consistent growth companies and investment grade fixed income securities. Though each portfolio is unique, the majority of the investments are consistent with a model portfolio developed by our team of investment professionals. We customize the risk of each portfolio primarily by adjusting the level of stocks and bonds.
We utilize a team approach with 10 investment professionals working together to identify and invest in high quality equity and fixed income investments and to provide personalized portfolio management services. Each portfolio is guided by a veteran manager with the resources and experience of the entire team in support. All portfolios are reviewed regularly by the entire investment team.
4
Our team of investment professiona...
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Methods of Analysis
NSAM tailors each portfolio to meet the specific needs and objectives of our clients through a combination of high quality, consistent growth companies and investment grade fixed income securities. Though each portfolio is unique, the majority of the investments are consistent with a model portfolio developed by our team of investment professionals. We customize the risk of each portfolio primarily by adjusting the level of stocks and bonds.
We utilize a team approach with 10 investment professionals working together to identify and invest in high quality equity and fixed income investments and to provide personalized portfolio management services. Each portfolio is guided by a veteran manager with the resources and experience of the entire team in support. All portfolios are reviewed regularly by the entire investment team.
4
Our team of investment professiona...
Unlock Full Investment Process Description
NORTH STAR ASSET Portfolio Concentration
NORTH STAR ASSET Location
59 RACINE STREET, STE. A
MENASHA, Wisconsin
UNITED STATES, 54952
MENASHA, Wisconsin
UNITED STATES, 54952
NORTH STAR ASSET Contact Information
Phone Number: 920-729-7900
Fax Number: 920-729-7904
Website: null
Fax Number: 920-729-7904
Website: null
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