North Star Opportunity Fund Class I Shares
NSOIX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
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Non U.S. Stock
Bond
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Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Company Information
Provider
North Star
Manager/Tenure
(Years)
(Years)
Bradley Cohen (13), Peter Gottlieb (13), Eric Kuby (13)
Website
Address
North Star
Chicago IL - 60606
Chicago IL - 60606
Country
United States
Phone Number
312-580-0
Investment Strategy
The investment seeks long-term capital appreciation. The adviser expects to invest approximately 80 - 100% of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0% to 5% of the fund's net assets, for individual stocks and up to 25% for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. The advisor may also devote a substantial amount of the fund's capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.