General Investing >> Money Manager Interviews >> February 21, 2014
All-Cap Investing Combining a Value Perspective with Growth Strategy
Brad Cohen is Chief Equity Strategist and Senior Portfolio Manager of North Star Investment Management Corp. Mr. Cohen has 25 years of financial industry experience. In addition to working with individual clients, Mr. Cohen acts as Portfolio Manager for the North Star Opportunity Fund and the North Star Bond 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. Mr. Cohen and his family live in Highland Park, Illinois. 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