The investment seeks long-term capital appreciation. The adviser expects to invest approximately 80 - 100% of its net assets in net long positions in securities that it deems to be underpriced. Target position sizes will range from 0% to 5% of the fund's net assets, for individual stocks and up to 25% for macroeconomic themes. The fund may invest in fixed income securities that are investment grade as well as those that are below investment grade. It may also devote a substantial amount of its capital to cash, cash equivalents or short-term obligations of the U.S. government, its agencies and instrumentalities.
Fund filings (PDF) »
Sheldon Goodman (Started: Dec 15, 2011)
Peter Gottlieb (Started: Dec 15, 2011)
Bradley Cohen (Started: Dec 15, 2011)
Eric Kuby (Started: Dec 15, 2011)
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North Star, 20 N. Wacker Drive, Chicago, IL, USA