General Investing >> Money Manager Interviews >> May 22, 2013

Investing with a Microcap Value Strategy

Peter Gottlieb is the Chairman and Chief Executive Officer of North Star Financial Services Corporation. He has 23 years of experience in the financial industry. In addition to working with individual clients and families, Mr. Gottlieb is the Portfolio Manager for the Kuby Gottlieb Special Value Fund, the North Star Dividend Fund, the North Star Opportunity Fund and the North Star 10 10 Fund. He is also a member of the Investment Committee of the Copley Fund, a no-load mutual fund. Mr. Gottlieb has served as the Treasurer of a number of charitable and political organizations and as a Director of a Chicago-area bank, a publicly traded business development company and a community hospital. He earned his B.A. degree from the University of Michigan School of Business. Profile
Kuby, Eric
Eric Kuby is Chief Investment Officer of North Star Investment Management Corp. Mr. Kuby has over 30 years of experience serving both individual and institutional clients. As Chairman of the investment committee, Mr. Kuby is responsible for overseeing the firm’s various investment strategies. Mr. Kuby acts as Portfolio Manager for the North Star Micro Cap Fund, the North Star Opportunity Fund, the North Star Bond Fund and the North Star Dividend Fund. Mr. Kuby holds an MBA in finance as well as a B.A. in economics from The University of Chicago. Mr. Kuby and his family live in Lake Forest, Illinois. Profile
TWST: Please start with a little bit of a history and overview of the firm to introduce our readers to North Star.

Mr. Gottlieb: Eric and I have been working together since 1989, and