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 09/30/16. The fund's latest filing disclosed 887MM in positions, representing 74% of the manager's regulatory AUM.

NORTH STAR ASSET StockAlpha

-3.1%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTH STAR ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EPAY 2.73% Tech 4.46% 0.18% 3 3%
KMB 2.52% Cons. Staples -9.62% -0.1% 0 15%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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...
Get the Full Report

NORTH STAR ASSET Portfolio Concentration

NORTH STAR ASSET Location

59 RACINE STREET, STE. A
MENASHA, Wisconsin
UNITED STATES, 54952

NORTH STAR ASSET Contact Information

Phone Number: 920-729-7900
Fax Number: 920-729-7904
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B