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17.74
+0.05
+0.28%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 217.95M
Northern Income Equity
17.74
+0.05
+0.28%
- Overview
- Profile
- Historical Data
- Holdings
Northern Income Equity Fund Overview
On this page you'll find an in-depth profile of Northern Income Equity Fund. Learn about the key management, total assets, investment strategy and contact information of NOIEX among other information.
Investment Strategy
The investment seeks to provide a high level of current income and long-term capital appreciation. In seeking to achieve its investment objective, the fund will, under normal circumstances, invest at least 80% of its net assets in income-producing equity securities, including dividend-paying common and preferred stocks. It seeks to provide a high level of current income relative to other mutual funds that invest in equity securities. The fund may use derivatives such as stock index futures contracts to equitize cash and enhance portfolio liquidity.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sridhar Kancharla | Officer, Portfolio Manager, Researcher | 2018 | 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. | ||
| Jeffrey D. Sampson | Portfolio Manager, Second Vice President | 2017 | Now |
| Biography | Jeff Sampson is a Senior Portfolio Manager on the quantitative active equity team responsible for the implementation of several quantitative equity strategies, specializing in dividend and ESG investing. He has a leadership role on the Quality Dividend suite of strategies and currently co-manages the Northern Income Equity Fund and the Northern U.S. Quality ESG Fund. Prior to his current role, Jeff was a senior portfolio manager on the tax advantaged equity team. Prior to joining asset management, Jeff managed a division of account managers within the Global Family Office group. He joined Northern Trust in 1999. Jeff received a BBA in Finance from the University of Wisconsin at Madison and an MBA degree in Accounting, Finance, and Organizational Behavior with honors from the University of Chicago Booth School of Business. He is a CFA charterholder and is a member of the CFA Society of Chicago and the CFA Institute. | ||
| Reed A. LeMar | Vice President | 2017 | 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. | ||
| Christopher D. Shipley | - | 2017 | 2018 |
| Biography | Christopher Shipley, Senior Vice President, is Director of Equity Research for Northern Trust Asset Management where he oversees the firm's in-depth fundamental research effort. He currently co-manages the Northern Income Equity Fund. Prior to joining Northern Trust in 2000, Mr. Shipley was an investment associate in the Equity Investment division at Allstate Insurance Company, Northbrook, Illinois. Mr. Shipley received a B.S. in finance from Northern Illinois University and an MBA from the University of Notre Dame. | ||
| Jacob C. Weaver | Head | 2014 | 2017 |
| Biography | Jake Weaver is a Director on the Global Equity team, where he is responsible for the Index and various Engineered Equity portfolio management teams. Jake is also a Senior Portfolio Manager responsible for the implementation of several Engineered Equity strategies specializing in Tax Advantaged Equity and Quality Dividend Focus strategies. Prior to rejoining the Global Equity team in Chicago in 2010, Jake was the Head of International Indexing in Northern Trust’s London office, overseeing a team of portfolio managers investing to various international indexes. Prior to this role, Jake spent six years as a portfolio manager focused on Engineered Equity strategies including Quality Small Cap Core and Tax Advantaged Equity. Jake received a B.S. degree in Finance from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago Booth School of Business with concentrations in Finance and Organizational Behavior. He is a CFA charterholder and a Certified Public Accountant. He is a member of the CFA Society of Chicago and the CFA Institute. | ||
| John A. Ferguson | Analyst, Trader | 2014 | 2016 |
| Biography | John A. Ferguson is a Vice President at the Northern Trust Company, Chicago. John is a Portfolio Manager on the Active Equity team and specializes in tax advantaged strategies. He has expertise in designing and implementing customized mandates across domestic and international equity market segments for high net worth and institutional clients. Prior to joining Northern Trust, John was a client service director and portfolio manager with Chicago Equity Partners, an AMG affiliate that specializes in quantitative active equity management. While at Chicago Equity Partners, John managed taxable and socially responsible portfolios, was a sector specialist on the fundamental analyst team, traded on the institutional equity desk, and managed the performance measurement team.John received his B.S. degree in accounting from Miami University in Oxford, OH. He is a CFA charterholder, a member of the CFA Society of Chicago, and the CFA Institute. | ||
| Jackie M. Benson | Vice President, Co-Portfolio Manager | 2007 | 2014 |
| Biography | Benson is a vice president of Northern Trust Investments, Inc. Prior to joining Northern Trust in September 2004, Benson was a director and senior high yield analyst within Banc One Capital Market. From 1999 to 2002, She was with Zurich Scudder Investments where she was a portfolio manager. Benson holds the Chartered Financial Analyst designation. | ||
| Theodore T. Southworth | Vice President, Portfolio Manager | 1995 | 2009 |
| Biography | Southworth is vice president and portfolio manager with The Northern Trust Company, his employer since 1984. During the past five years, he has managed various equity portfolios. Southworth has earned his Chartered Financial Analyst designation. He is a member of the Investment Analysts Society of Chicago. | ||
| William E. Hyatt | Vice President | 1994 | 1995 |
| Biography | Hyatt is a vice president with Northern Trust Company, his employer since 1986. Previously, he spent five years as an investment analyst and portfolio manager with Amoco Corporation. He also worked as an equity analyst with Allstate and held a money-management position with Continental Illinois Corporation. Hyatt became a Chartered Financial Analyst in 1984. Born February 8, 1954 in Springfield, Massachusetts, he enjoys running and skiing in his spare time. | ||
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