The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Chi-Town Shop Resets Its Marketing Efforts  Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, July 26, 2017

A Chi-Town Shop Resets Its Marketing Efforts

Reported by Jennifer Qiao

A Chicago-based mutual fund shop is shifting marketing gears, and a distribution executive is moving on.

Eric Kuby
North Star Investment Management
Chief Investment Officer

North Star Investment Management [profile] is pursuing different business strategies in terms of marketing their funds.

Eric Kuby, chief investment officer of North Star, tells MFWire that they are currently "back to the drawing board" in terms of their marketing efforts. He says that reaching out to RIAs, which was their previous marketing strategy, often became problematic due to high fees, and so they may switch gears and "try to find a way to reach individual investors directly, perhaps through digital ads or social media," as digital marketing may be more cost effective.

Barry Levin, no longer at the firm, was director of business development at North Star, and his duties included handling strategic initiatives to increase exposure and reach out to RIAs. Kuby and June Poppio, operations manager at North Star, will be absorbing Levin's duties.

Levin is a 35-year seasoned financial services veteran who has experience working in options, hedge funds, and mutual funds. He tells MFWire that he is currently pursuing other opportunities.

The Chicago-based company has four funds: Micro Cap Fund (NSMVX), Opportunity Fund (NSOIX), Dividend Fund (NSDVX), and Bond Fund (NSBDX). The firm has $1.1 billion in AUM.  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use