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North Star Small Cap Value Investor Fund (WSCVX)
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14.00
+0.16
+1.16%
13/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 25.58M
Walthausen Small Cap Value
14.00
+0.16
+1.16%
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WSCVX Overview
On this page you'll find an in-depth profile of North Star Small Cap Value Investor Fund. Learn about the key management, total assets, investment strategy and contact information of WSCVX among other information.
Contact Information
Address
9 Executive Park Drive, Suite B
Clifton Park,NY 12065
United States
Clifton Park,NY 12065
United States
Phone
1-888-925-8428
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter Gottlieb | Portfolio Manager | 2022 | 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. | ||
| Eric Kuby | Portfolio Manager | 2022 | 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. | ||
| Gerard S.E. Heffernan | Partner | 2018 | 2022 |
| Biography | Gerry is Portfolio Manager on Walthausen & Co.’s Micro Cap Value, Small Cap Value and Select Value products. Prior to joining Walthausen in 2018, Gerry was an investment consultant to Linde Hansen & Co., where he was developing a micro-cap value strategy. Prior to Linde Hansen, Gerry was a partner and portfolio manager at Lord Abbett & Co. where he was the founding portfolio manager on the Lord Abbett Micro Cap Value fund from 1998 to 2013 and portfolio manager on the Lord Abbett Small Cap Value Fund from 2009 to 2013. Prior to Lord Abbett, Gerry was a portfolio manager at CL Capital Management Company. Gerry received a B.S. in Business Administration from Villanova University and is a holder of the Chartered Financial Analyst designation. | ||
| DeForest R. Hinman | Portfolio Manager | 2020 | 2022 |
| Biography | DeForest Hinman is a principal, Portfolio Manager and Director of Research for Walthausen & Co. Previously, DeForest worked as a research analyst with Paradigm Capital Management from 2005 to 2007. DeForest received both an M.B.A. in Finance and a B.S. in Business Administration (Summa Cum Laude) from the State University of NY at Albany. He holds a Series 65 securities license. | ||
| John B. Walthausen | Portfolio Manager | 2008 | 2021 |
| Biography | John has been a principal of Walthausen & Co. since the firm's inception in September, 2007. He has developed a well honed understanding of investing in small cap value stocks over his 40 year career. He initially became interested in the ability of cash flow analysis to predict stock performance when working as a credit analyst covering industrial, technology and aerospace companies in the 1970’s. Subsequent to his earning a MBA in 1978, John worked as an analyst at Value Line, Fidelity Bank and as a portfolio manager at Mutual of America. In 1986, sensing that there was a lack of good stock picking analysts in the small cap value arena, he shifted to the sell side and focused on small cap stocks, first at First Albany and then at C L King. On the sell side, he developed a reputation as an innovative stock picker. In 1994, John became a founding member of the Paradigm Capital Management investment team. He served as co-manager of institutional accounts for several years before developing and managing the Paradigm Value and Select funds, mutual funds utilizing techniques similar to those he had developed for the institutional accounts. While at Paradigm, John and his team were responsible for the management of approximately $1.3 billion in assets. John graduated from Kenyon College and has advanced degrees in architecture from City University of New York and Finance from NYU. He is a member of the CFA Institute and the New York Society of Securities Analysts. | ||
| DeForest R. Hinman | Portfolio Manager | 2017 | 2018 |
| Biography | DeForest Hinman is a principal, Portfolio Manager and Director of Research for Walthausen & Co. Previously, DeForest worked as a research analyst with Paradigm Capital Management from 2005 to 2007. DeForest received both an M.B.A. in Finance and a B.S. in Business Administration (Summa Cum Laude) from the State University of NY at Albany. He holds a Series 65 securities license. | ||
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