General Investing >> Money Manager Interviews >> February 21, 2014

All-Cap Investing Combining a Value Perspective with Growth Strategy

Cohen, Brad
Brad Cohen, Portfolio Manager for North Star Investment Management Corporation, has 22 years of financial industry experience. In addition to working with individual clients, Mr. Cohen is a portfolio manager for the North Star Opportunity Fund. Previously, he had 13 years of security experience as a member, specialist and trader on the Chicago Stock Exchange. Mr. Cohen graduated from the University of Maryland and received his J.D. from Marquette Law School. Profile
TWST: Could you please begin with an overview of the North Star Opportunity Fund?

Mr. Cohen: At our core, we are value investors that are seeking long-term risk-adjusted capital