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Advisor Information for NSMVX

Fund Inception05/31/2013
Name of IssuerNorth Star
Fund Advisor(s)North Star Investment Management Corp
Sub-Advisor(s)--

Fund Managers for NSMVX

Peter Gottlieb
Portfolio Manager since 05/31/2013
Peter Gottlieb. Mr. Gottlieb serves as a financial advisor as well as serving on the Board of Directors of a community bank, a publicly traded business development company and a community hospital. Mr. Gottlieb is the Founder and President of North Star Investment Management Corp. since 2003. Mr. Gottlieb earned his BA degree from the University of Michigan, School of Business.
Eric Kuby
Portfolio Manager since 05/31/2013
Eric Kuby joined North Star Investment Management Corp. in 2004 and has been Chief Investment Officer of the Adviser since 2005. As Chairman of the Investment Committee, Mr. Kuby is responsible for overseeing the firm’s various investment strategies. Mr. Kuby holds an MBA in Finance as well as a BA in Economics from The University of Chicago.