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New Report Reveals 6 Common Drivers Behind Unexpected Portfolio Results

Explore what our four-year, aggregated global analysis of more than 200 institutional equity portfolios uncovered.
Michael Hunstad, Ph.D.

Michael Hunstad, Ph.D.

Deputy CIO & CIO of Global Equities
Michael Hunstad is deputy chief investment officer and chief investment officer of global equities for Northern Trust Asset Management. Michael is a member of the Asset Management Executive Group and has oversight of all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies.

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A multi-factor strategy seeking to efficiently deliver excess returns by investing in a diverse portfolio of undervalued, high-quality large cap companies with positive momentum.

The multi-factor strategy uses our proprietary quality score to build on the proven power of value investing, aiming to increase returns and reduce volatility.

The multi-factor strategy seeks to build a diverse, higher-quality portfolio that delivers consistent returns and a high dividend yield while mitigating unintended risks.

A multi-factor strategy designed to be a diverse, higher-quality and lower-volatility portfolio that delivers strong up-market participation and down-market protection.

A sustainably designed quantitative approach to investing at the intersection of high-quality and highly rated ESG companies.

The strategy seeks to efficiently capture the small-cap premium and deliver excess returns by investing in a diverse portfolio of quality, undervalued small-cap companies.

The strategy seeks to exploit equity market inefficiencies and investors’ behavioral biases to generate returns - while avoiding value stocks showing signals of distress or stocks unlikely to sustain growth rates.

Managed Accounts Strategies


 

Northern Trust Asset Management offers turnkey managed portfolio strategies and model-based portfolios for equity, fixed income and multi-asset strategies that are cost-effective and risk-efficient and help advisors scale and simplify the investment process.

Mutual Funds



Northern Funds offers a broad range of investment strategies to fit within your asset allocation; including our proprietary quantitative factor strategies designed to efficiently capture excess returns and managing risk control for risk.

A multi-factor strategy seeking to efficiently deliver excess returns by investing in a diverse portfolio of undervalued, quality large cap companies with positive momentum.

The multi-factor strategy uses our proprietary quality score to build on the power of value investing, and seeking to increase returns and manage volatility.

The multi-factor strategy seeks to build a diverse, higher-quality portfolio that seeks to deliver consistent returns and a high current income while mitigating unintended risks.

A multi-factor strategy seeking to efficiently deliver excess returns by investing in a diverse portfolio of undervalued, quality, non-U.S. large cap companies with positive momentum.

The strategy uses a proprietary multi-factor model based on rigorous academic and empirical research to target quality U.S. large- and mid-cap companies with favorable environmental, social and governance (ESG) qualities.

The strategy seeks to efficiently capture the small-cap premium and deliver excess returns by investing in a diverse portfolio of quality, undervalued small-cap companies.

The strategy seeks to exploit equity market inefficiencies and investors’ behavioral biases to generate returns - while seeking to avoid value stocks showing signals of distress or stocks unlikely to sustain growth rates.

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About Northern Funds

An investment in Northern Funds involves risks, including possible loss of principal. Equity Risk: Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed-income securities. The net asset value per share of this Fund will fluctuate as the value of the securities in the portfolio changes. Environmental, Social and Governance (ESG) Investing Risk: is the risk stemming from the environmental, social and governance factors that the Fund applies in selecting securities. The Fund's ESG screening process may affect exposures to certain companies or industries and cause the Fund to forego certain investment opportunities. Large Cap Stock Risk: The risk that large-capitalization stocks as a group could fall out of favor with the market, causing the fund to underperform investments that focus solely on small- or medium-capitalization stocks. Small-Cap Risk: Small-capitalization funds typically carry additional risks since smaller companies generally have a higher risk of failure. Their stocks are subject to a greater degree of volatility, trade in lower volume and may be less liquid. International Risk: International investing involves increased risk and volatility. Value Risk: Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value. For more important risk information, please visit individual fund pages information.

Please carefully read the prospectus and summary prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a prospectus and summary prospectus, which contains this and other information about the funds.

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

 

 

Important Information

Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A. Incorporated with limited liability in the U.S. Products and services provided by subsidiaries of Northern Trust Corporation may vary in different markets and are offered in accordance with local regulation. For more information, read our legal and regulatory information about individual market offices.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.