Skip to content
    1. Overview
    2. Alternative Managers
    3. Consultants
    4. Corporations
    5. Family Offices
    6. Financial Advisors
    7. Financial Institutions
    8. Individuals & Families
    9. Insurance Companies
    10. Investment Managers
    11. Nonprofits
    12. Pension Funds
    13. Sovereign Entities
  1. Contact Us
  2. Search
  3. Client Login

Robert H. Bergson, CFA

Portfolio Manager


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.

Driven by purpose, guided by humility.
Learn About Our People

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.

Read Now

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 Fund

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

©2024 Northern Funds | Northern Funds are distributed by Northern Funds Distributors, LLC, not affiliated with Northern Trust.