Learn more about the expertise that drives our success.
- 2019: Top Quintile International Value Manager (15th percentile – Morningstar)
- 2010: Lipper Award – Templeton Foreign
Fund - 2007: Top Global Small-cap Manager (1st percentile – Morningstar)
- 2006 & 2007: Barron’s Top 40 Fund Managers
Tucker Scott
FOUNDING PARTNER & CIO
Tucker Scott founded Bergen Park Capital in 2019 to invest in small and mid-cap value equities outside the US. He chose this market segment for three reasons: its inherent inefficiency; the large valuation discounts in favor of smaller foreign value stocks; and his own comfort in these markets stemming from over two decades of relevant experience.
Before founding Bergen Park Capital, Mr. Scott was a portfolio manager and research analyst at Templeton Global Advisors, a pioneer in global value investing. He was lead manager of the Templeton Global Smaller Companies Fund from 1999 to 2007, a period where he ranked as the top performer in the peer group according to Morningstar. From 2007 to 2019, Mr. Scott was lead manager of the flagship Templeton Foreign Fund with $13 billion in assets. He ranked in the top 15% of Morningstar peers and outperformed the EAFE benchmark for the nearly twelve years he oversaw the Templeton Foreign Fund.
In addition to his portfolio management roles, Mr. Scott was also a research analyst at Templeton. Over his tenure he had analytical responsibility for several global industry groups, including software, wireless telecoms, business services, diversified financials, metals & mining, paper & forest products, electrical equipment, and transportation.
Mr. Scott grew up in Menlo Park, California, and received a BA in History from the University of Virginia (1990) and an MBA from the Tuck School at Dartmouth College (1995). He holds the Chartered Financial Analyst (CFA) designation (1994). He lives with his wife and three children in Bigfork, Montana.
- 2019: Top QuintileInternational ValueManager (15th percentile -Morningstar)
- 2010: Lipper Award -aTempleton Foreign
Fund - 2007: Top Global Small-cap Manager (1stpercentile – Morningstar)
- 2006 & 2007: Barron’sTop 40 Fund Managers
Any designation referred to herein was made by a third-party, and although Bergen Park has no reason to believe that such designation, or the criteria for being considered for such designation, are inaccurate or misleading, Bergen Park has not independently verified the selection process and does not guarantee its completeness or accuracy. No compensation was paid in exchange for any such designation.
The Bergen Park Team
Nic Lancelotta is a Partner at Bergen Park Capital and oversees BPC’s infrastructure and operations.
Mr. Lancelotta spent 17 years in institutional equity sales working with the largest investors in the Southeast. Nic finished his career as one of six Regional Managing Directors for Stifel (NYSE: SF). Nic has over 20 years of experience investing in, structuring, and growing operating companies.
Nic has a BBA from James Madison University and a JD (honors) from the University of Baltimore. Mr. Lancelotta is licensed to practice law in Maryland and the District of Columbia. Nic lives with his wife and three children in Atlanta, Georgia.
Mr. Makris manages partnership development, service, and consultant relations for Bergen Park Capital. He has enjoyed over 25 years of experience working with institutional investors and consultants, helping to augment both public and private investment allocations. Prior to joining Bergen Park, he was head of global partnership development for Single A Capital, a Managing Director with Epoch Investment Partners, and began his career with Franklin Templeton Investments.
Bill earned his Bachelor of Science degree in International Business from San Francisco State University and his M.B.A in Finance from the University of San Francisco School of Management.
Mr. Makris lives with his wife in Woodside, CA and enjoys snowboarding, golf, the beach, fiction, and long hikes with his dog.
Bob Clark joined Bergen Park Capital as an Advisor in 2021. Bob has 35+ years of institutional investment marketing experience and was most recently with Sterling Capital Management where he was Executive Director and Head of Consultant Relations. Prior to Sterling, he was a Managing Director with Artisan Partners. He also held positions as national director of institutional marketing at Merganser Capital Management, Reams Asset Management and NFJ Investment Group. Bob received his BSBA in Finance from the University of Arizona where he graduated with honors.
Liang Tan joined Bergen Park Capital as a Research Analyst in 2021. Based in Melbourne, Australia, Liang assists with company specific research and analysis. Prior to Bergen Park, he spent 5 years with Franklin Templeton in the Templeton Global Equity Group assisting with research coverage across the $100 Billion group of value-oriented global equity funds, including the flagship Templeton Foreign Fund. Liang holds a Bachelor of Commerce from the University of Melbourne, and is a Chartered Financial Analyst.
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