A Chi-Town Shop Resets Its Marketing Efforts
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Wednesday, July 26, 2017

A Chi-Town Shop Resets Its Marketing Efforts

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.

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