North Star Opportunity Fund Class A Shares (NSOPX)

Overview

The fund is dedicated to achieving capital appreciation through strategic investments in micro-cap companies. By focusing on allocating at least 80% of its net assets in these smaller enterprises, the fund aims to tap into the potential for significant growth that these companies may offer. Investments are primarily made in equity securities of U.S. companies that the adviser considers undervalued and poised for capital appreciation. This approach reflects a commitment to identifying hidden gems within the micro-cap sector, leveraging in-depth analysis, and stringent selection criteria to potentially generate substantial returns for its investors.

Products and Services

• Equity Securities Investment

  The fund invests 80-100% of its assets in equity securities of U.S. micro-cap companies. By focusing on equities, the fund seeks to capitalize on the growth potential of these firms, particularly those that are undervalued but have potential for future appreciation. This investment strategy is tailored towards investors looking for growth opportunities in the more volatile micro-cap segment of the market.

• Capital Appreciation Focus

  With a primary objective of capital appreciation, the fund strategically places its assets in companies that are not only small in size but also show a strong trajectory for growth. This emphasis on capital appreciation means the fund is geared towards long-term investors who are seeking to maximize their returns through investments in companies with the potential to increase in value over time.