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North Star Opportunity Fund Class I Shares (NSOIX)

US Funds

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16.33 +0.07 +0.43%

03/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 112.96M

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NSOIX Overview

On this page you'll find an in-depth profile of North Star Opportunity Fund Class I Shares. Learn about the key management, total assets, investment strategy and contact information of NSOIX among other information.

Contact Information

Address 20 N. Wacker Drive
Chicago,IL 60606
United States

Phone 312-580-0

Web www.nsinvestfunds.com

Top Executives

Name	Title	Since	Until
Peter Gottlieb	Portfolio Manager	2011	Now
Biography	Peter Gottlieb. Mr. Gottlieb serves as a financial advisor as well as serving on the Board of Directors of a community bank, a publicly traded business development company and a community hospital. Mr. Gottlieb is the Founder and President of North Star Investment Management Corp. since 2003. Mr. Gottlieb earned his BA degree from the University of Michigan, School of Business.
Bradley Cohen	Portfolio Manager	2011	Now
Biography	Bradley Cohen has been a portfolio manager of North Star Investment Management Corp. since 2006. Mr. Cohen graduated from the University of Maryland and received his J.D. from Marquette Law School. Previously he had thirteen years of security experience as a member, specialist and trader on the Chicago Stock Exchange; most recently as co-owner of LaSalle Capital Partners, an OTC specialist Firm.
Eric Kuby	Portfolio Manager	2011	Now
Biography	Eric Kuby joined North Star Investment Management Corp. in 2004 and has been Chief Investment Officer of the Adviser since 2005. As Chairman of the Investment Committee, Mr. Kuby is responsible for overseeing the firm’s various investment strategies. Mr. Kuby holds an MBA in Finance as well as a BA in Economics from The University of Chicago.
Sheldon Goodman	Portfolio Manager	2011	2022
Biography	Sheldon Goodman has been a portfolio manager with North Star Investment Management Corp. since 2003. He began his career at the Federal Reserve Bank of New York on the Open Market Trading desk over 40 years ago and later founded the high yield trading division at Goldman Sachs. In addition, he was a Partner, Compliance Officer and Sales Manager at Bear, Stearns and was Director of Commodities and Futures at Gruntal & Co. Mr. Goodman oversees the firm’s fixed income operations, including Municipals, Treasuries, Corporate, Agencies and CDs. He has a Bachelor’s and Master’s degree in Economics from the City University of New York. Currently, he serves as a Trustee for the Interlochen Center for the Arts in Interlochen, Michigan and was a former Director of the Chicago Board Options Exchange.
Jim Tassoni	Portfolio Manager	2019	2020
Biography	Mr. Tassoni is an Investment Adviser Representative of Regal Investment Advisors since 2012. He was a portfolio manager with WCM Investment Management (“WCM”) (from May 2009 to December 2011). Prior to WCM, he was an analyst and portfolio manager with UBS Financial Services from July, 2007 to May 2009 and prior to UBS he was an analyst with Morgan Stanley (from May 2003 to July 2007).

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