Robert H. Bergson, CFA
Portfolio Manager
Biography
About Robert
Robert Bergson is head of small cap quantitative active portfolio management. He is responsible for research and implementation of several small cap equity strategies representing more than $3.5 billion in small cap assets.
Prior to joining Northern Trust in 1997, Robert served as director of investment research for Real Estate Research Corporation, a real estate consulting and research firm.
Robert earned a bachelor’s degree from Carnegie Mellon University and a master’s degree in real estate development from the Massachusetts Institute of Technology. He is a CFA® charterholder and a member of the CFA Institute, the CFA Society Chicago and the Chicago Quantitative Alliance.
Funds Managed
Small Cap Core Fund
The Fund seeks long-term capital appreciation by primarily investing in small-cap stocks through a diversified, active quantitative investment strategy.
Small Cap Value Fund
The Fund seeks long-term capital appreciation by investing primarily in a broadly diversified portfolio of small companies that may be worth more than is indicated by current market prices.
View investment term definitions
Please carefully read the prospectus and summary prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds carefully before investing. Call 800-595-9111 to obtain a prospectus and summary prospectus, which contains this and other information about the funds. You can also visit the fund pages Northern Small Cap Core Fund (NSGRX & NSCKX) and Northern Small Cap Value Fund (NOSGX) for more information.
Investing involves risk. Principal loss is possible.
Not FDIC insured | May lose value | No bank guarantee
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