North Star Funds(1)

Macro Guidance, Micro Focus

North Star Opportunity Fund

US> Small-Cap > Value

May 14, 2018

Designed for investors seeking a single investment vehicle with adequate diversification, the North Star Opportunity Fund has the flexibility to provide exposure to domestic equities of all sizes and to fixed income. While the fund’s equity and sector allocations vary with the macro outlook, its focus on high-quality, out-of-favor companies remains constant. To avoid value traps, portfolio managers Eric Kuby and Brad Cohen assess the catalyst for each undervalued security.