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Northern Small Cap Value Fund (NOSGX)
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15/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 1.04B
Northern Small Cap Value
21.71
-0.19
-0.87%
- Overview
- Profile
- Historical Data
- Holdings
NOSGX Overview
On this page you'll find an in-depth profile of Northern Small Cap Value Fund. Learn about the key management, total assets, investment strategy and contact information of NOSGX among other information.
Investment Strategy
The investment seeks long-term capital appreciation; any income received is incidental to this objective. The fund will invest at least 80% of its net assets in equity securities of small capitalization companies, which are considered to be those whose market capitalization is, at the time the fund makes an investment, within the range of the market capitalization of companies in the Russell 2000® Value Index. Many of the companies in which the fund invests retain their earnings to finance current and future growth. These companies generally pay little or no dividends.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sridhar Kancharla | Officer, Portfolio Manager, Researcher | 2024 | Now |
| Biography | Sridhar Kancharla, CFA, is Head of Large Cap Quantitative Portfolio Management, responsible for research and implementation of several large/small cap quantitative equity strategies. Prior to joining Northern Trust in 2007, Sridhar was a Senior Software Engineer at Grossman & Associates responsible for developing industry leading commodity management and accounting software deployed at multi-billion dollar grain companies throughout North America. Sridhar holds a B.S in Computer Science and Mathematics from the University of Illinois at Urbana-Champaign. He is a CFA charter holder, a member of the CFA Institute, and the CFA Society of Chicago. Mark received his B.A. degree in Quantitative Economic and Decision Sciences from University of California, San Diego and an M.B.A from the University of Chicago. Mark is a CFA Charterholder. | ||
| Reed A. LeMar | Vice President | 2024 | Now |
| Biography | Reed LeMar, Vice President, is a portfolio manager on the quantitative active equity team responsible for the research and implementation of several large/small cap quantitative equity strategies. Prior to joining Northern Trust in 2007, Mr. LeMar was an options trader at the Chicago Board of Trade, focusing on Treasury Bond Options. Mr. LeMar received a B.S. in finance from the University of Illinois at Urbana-Champaign. He is an active CFA® Charterholder. | ||
| Michael R. Hunstad | - | 2020 | Now |
| Biography | Michael Hunstad is the Chief Investment Officer - Global Equities at Northern Trust. Prior to joining Northern Trust, Mike was head of research at Breakwater Capital, a proprietary trading firm and hedge fund. Other roles include head of quantitative asset allocation at Allstate Investments, LLC and quantitative analyst with a long-short equity hedge fund. Michael holds a PhD in applied mathematics from the Illinois Institute of Technology, an MBA from Purdue University and a BS from Northern State University. He is also finishing a second PhD in economics at the University of Illinois at Chicago. | ||
| Robert H. Bergson | Senior Vice President | 2001 | Now |
| Biography | Robert H. Bergson is a Senior Vice President and Senior Portfolio Manager/Quantitative Researcher in the Quantitative Active team at The Northern Trust Company, Chicago. He is responsible for research and implementation of several quantitative equity strategies. Prior to joining Northern Trust in 1997, Robert was director of research at Real Estate Research Corp. in Chicago. Robert received a Bachelor of Architecture degree from Carnegie-Mellon University and an M.S. degree from Massachusetts Institute of Technology. He is a CFA charterholder and an Associated Person of the National Futures Association. He is a member of the CFA Institute, the Society of Quantitative Analysts, the Investments Analysts Society of Chicago and the Chicago Quantitative Alliance. | ||
| Susan J. French | Vice President, Portfolio Manager | 1994 | 2001 |
| Biography | French is vice president and portfolio manager with The Nothern Trust Company, her employer since 1986. Prior to assuming her current position with the firm, she was a portfolio manager of securities lending cash collateral and a personal trust portfolio manager. | ||
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