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You are here: Manager factsheet

Robert Bergson
St. Jamess Place UT Group Ltd
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Manager profile
Robert is head of small cap quantitative active portfolio management. He is currently responsible for the research and implementation of several small cap equity strategies, representing more than $3.5 billion in small cap assets. He manages the Northern Quality Small Cap Core Fund and Northern Small Cap Value Fund. 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. Bob 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.
Total return for Robert Bergson
Manager career performance
Discrete calendar year performance : Robert Bergson

Manager career performance
Discrete performance
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Performance vs peer group composite: Robert Bergson
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
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Funds currently managed
Fund Sole/Co-managed Sector Periods
SJP Global Smaller Companies Lead manager UT Global since Nov 20 2023 to present
Funds managed previously
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No previously managed funds
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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