Rob Van Bergen
Assistant Portfolio Manager at Kennedy Capital Management LLC
About
Rob Van Bergen, CFA, is Assistant Portfolio Manager at Kennedy Capital Management LLC in St. Louis, MO. In his current role, he specializes in small and microcap value investments as part of the firm’s Extended Small Cap strategy, with particular responsibility for evaluating and monitoring companies in the real estate (REIT) and utilities sectors.
Prior to joining Kennedy Capital Management in 2019, Rob spent nearly 14 years as a REIT Portfolio Manager and Senior Equity Analyst at Harrison Street Securities, a dedicated real estate investment trust asset manager. Over his career, he has developed deep expertise in public real estate securities and has made significant contributions to portfolio construction and sector research within the REIT and utilities investment landscape.
Rob holds a B.A. in Economics from Northwestern University and is a CFA charterholder. His investment focus and track record in small cap value and listed real estate securities distinguish him as a specialist in niche asset classes within the broader equity markets.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kennedy Capital Management | Assistant Portfolio Manager | Jun 2021 to Present | — |
| Kennedy Capital Management | Equity Research Analyst -- REITs | Apr 2019 to Present | — |
| Harrison Street Securities | REIT Portfolio Manager and Senior Equity Analyst | Jul 2005 to Mar 2019 | — |
| Zacks Investment Research | Senior Analyst, REITs | Oct 2004 to Jun 2005 | — |
| IBM Business Consulting Services | Finance Associate, Business Development | Oct 2000 to Sep 2004 | — |
| Security Capital Global Capital Management Group | Senior Associate | Mar 1998 to Sep 2000 | — |
Education
Northwestern University
BA, Economics
1992 — 1996
Skills & Expertise
Others at Kennedy Capital Management LLC (23)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | St. Louis, MO , United States |
 | Research Analyst | St. Louis, MO , United States |
B Brian Hagler | Bank Sector Strategy Manager, Research Analyst | Maryville, IL , United States |
 | Portfolio Manager | St. Louis, MO , United States |
 | Portfolio Manager | St. Louis, MO , United States |
 | Portfolio Manager, Director of Research | Denver, CO , United States |
M Michael Bertz | Portfolio Manager | Chesterfield, MO , United States |
 | Portfolio Manager | St. Louis, MO , United States |
 | Research Analyst | United States |
 | Micro Cap Portfolio Manager | St. Louis, MO , United States |