NORTH STAR INVESTMENT Overview

North Star Investment Management Corp. is an investment advisor that manages 864.3 MM dollars in regulatory AUM and has 13 employees, of which 13 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 09/30/16. The fund's latest filing disclosed 561MM in positions, representing 65% of the manager's regulatory AUM.

NORTH STAR INVESTMENT StockAlpha

-1%
Top 25%
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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 INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
JPM 3.14% Financials 26.59% 0.12% 0 35%
DVY 3.1% ETF 2.8% 0.02% 0 6%
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FEATURED IN
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NORTH STAR INVESTMENT Founders and Key Employees

Name Title In Position Since
Peter D. Gottlieb Director; President August-2001
Eric C. Kuby Director; Chief Investment Officer October-2004
Bradley E. Cohen Portfolio Manager June-2008
Peter D. Gottlieb Chief Compliance Officer October-2014

NORTH STAR INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

NORTH STAR INVESTMENT Investment Strategy

NORTH STAR INVESTMENT Portfolio Concentration

NORTH STAR INVESTMENT Location

20 N. WACKER DRIVE
SUITE 1416
CHICAGO, Illinois
UNITED STATES, 60606-2902

NORTH STAR INVESTMENT Contact Information

Phone Number: 312-580-0900
Fax Number: 312-580-0901
Website:

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