For over three decades, Federated has been dedicated to delivering disciplined equity portfolios to a wide variety of institutional and retail clients. Our 17 equity strategies are a result of both carefully cultivated homegrown initiatives as well as key strategic acquisitions. Our investments in top-notch people and products have paid off with 64% growth in our equity franchise since 2002. The stability of our investment team allows us to deliver consistency in strategy and management as well as to continue to explore dynamic opportunities in the marketplace to meet the ever-changing and diverse needs of our clients.
Risk management continues to be a hallmark of our process with high-level risk management reporting on both the macro and micro levels of our investment process. A dedicated portfolio attribution team then analyzes portfolio decisions in an attempt to provide managers with vital information used in the optimization of portfolios.
Investment decisions are made with a long-term perspective to assure client portfolios are positioned with the potential to weather long-term market movements and maximize each fund’s potential to accomplish its investment objective.
Highly Specialized Investment Personnel
We pride ourselves on our highly specialized investment personnel dedicated to style-specific investing. From Portfolio Managers to Investment Analysts and Traders, Federated aligns its investment professionals to suit their strengths and provide clients with superior industry and sector knowledge.
Federated’s equity investment process originates with its commitment to proprietary research–both fundamental and quantitative. Using that research, portfolio management teams construct portfolios using strict constraints specific to each fund’s investment style. Performance attribution is then used in reviewing portfolio performance and positioning.