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Northern Large Cap Value Fund (NOLVX)

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21.84 -0.14    -0.64%
30/07 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 64.44M
Northern Large Cap Value 21.84 -0.14 -0.64%

NOLVX Overview

 
On this page you'll find an in-depth profile of Northern Large Cap Value Fund. Learn about the key management, total assets, investment strategy and contact information of NOLVX among other information.
Category

Large Value

Total Assets

64.44M

Expenses

0.57%

Inception Date

36741

Contact Information

Address 50 South Lasalle
Chicago,IL 60603
United States
Phone +1 8005959111

Top Executives

Name Title Since Until
Yi Xu - 2024 Now
Sridhar Kancharla Officer, Portfolio Manager, Researcher 2015 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.
Mark C. Sodergren Vice President, Senior Portfolio Manager, Researcher 2014 Now
Biography Mark Sodergren is the Head of Quantitative Strategies, responsible for research and implementation of several quantitative equity strategies. Prior to joining Northern, Mark was a Portfolio Manager at Barclays Global Investors focused on active US large cap strategies. Mark spent 6 years at Citigroup Asset Management as a portfolio manager and researcher focused on both active international and domestic portfolios. 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.
Alec R. Harrell Analyst 2013 2014
Biography Alec joined RHJ in December 2017 and has 15 years of investment experience. Prior to joining the firm he was a Senior Portfolio Manager/Analyst at Northern Trust Asset Management. Prior to that, Alec worked as a Portfolio Manager/Analyst for Convergent Fund Management and an Analyst for Needelman Asset Management. His experience includes fundamental research on U.S. and international securities as well as the development of quantitative equity strategies. He received a B.A. in politics, philosophy and economics from Claremont McKenna College and a J.D. and M.B.A. from the University of Southern California [USC]. Alec is a CFA® charterholder. He is a member of CFA Society Los Angeles.
Douglas J. McEldowney Senior Vice President 2008 2014
Biography "Doug has been in the investment industry since 1984. His investment experience includes managing portfolios for high net worth and institutional clients as well as mutual funds. He has research experience encompassing private equity, mergers and acquisitions as well as domestic and international equity security analysis. At his predecessor firms, Doug has been a research analyst, investment committee member and senior portfolio manager.
Donna L. Renaud Managing Director 2007 2014
Biography "Donna has worked in the investment industry since 1986, concentrating on equity and fixed income analysis and portfolio management for both institutional and high net worth clients. Donna is experienced in managing portfolios focused in the large-cap, small-cap, and micro-cap sectors of the market, as well as diversified and concentrated portfolio structures. Prior to joining Northern Trust in 2004, Donna founded Renaud Asset Management Advisors Inc. Prior to that, Donna served as Managing Director of Fundamental Management Corporation. She also worked as an equity research analyst for Zacks Investment Research and a high yield bond analyst for Harch Capital Management. Donna earned her Bachelor of Arts with High Distinction from Pennsylvania State University, and her MBA from Arizona State University. "
Betsy L. Turner Investment Administrator 2004 2013
Biography Betsy L. Turner, Senior Portfolio Manager In the sixteen years Betsy has been in the investment field, she has had experience with both institutional and individual clients. Betsy began her career in New York trading U.S. equities for foreign institutions at Nat West Securities. After relocating to Florida in 1991, she became an investment administrator with Island National Bank and Trust of Palm Beach, where she invested in equities and fixed income securities for high net worth individuals. Betsy holds a degree in economics from Lake Forest College.
Stephen G. Atkins Vice President 2004 2012
Biography Stephen G. Atkins, Vice President of Northern Trust, co-manages the Northern Large Cap Value Fund. In 2000, Mr. Atkins came to Northern Trust in conjunction with the acquisition of Carl Domino Associates, where he served as Portfolio Manager for two years. Prior to working at the predecessor firm, he worked for Cantor Fitzgerald Securities in New York. His work in portfolio management encompasses his study of corporate finance, security analysis and accounting. He also has experience trading U.S. equities and fixed income for institutions and high net worth individuals. Mr. Atkins graduated with a bachelors of science in business administration from Georgetown University and is a CFA charterholder.
Robin R. Kollannur Portfolio Manager 2006 2008
Biography Robin is a member of our International and Emerging Markets Team and Portfolio Manager on the Emerging Markets Equity platform. He has been with the Firm since 2020 and in the industry since 1993. Previously, he was with RVX Asset Management, where he served as Managing Partner of its Emerging Markets Equities team. His prior roles include General Partner and Portfolio Manager at Mercator Asset Management, where he managed emerging markets and international equity portfolios and was a member of the firm’s Investment Committee. His prior roles also included Chief Investment Officer at Northern Trust Value Investors, Portfolio Manager / Analyst at Brandes Investment Partners, and Associate Portfolio Manager / Analyst at Wells Fargo Capital Management. Robin earned a BA from Texas A&M University and an MBA from the University of Houston. He has earned the CFA designation and is a member of the CFA Institute.
Stephen K. Kent - 2004 2007
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