Literature
Equity
We offer literature to help investors learn more about our Equity products, investment processes and market viewpoints. Simply click the title of the document you wish to view or download. Literature for a specific product can also be found in the product’s Documents tab. Find a product
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Approach to Managing Equity Investing
One-page overview of Federated's experience, philosophy and process that guide its management of equity portfolios.
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Federated Funds and Objectives
Reference sheet listing Federated funds by sector and investment objectives.
FINRA Letter
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In Need of Dividends? - International Strategic Value Dividend Fund
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated International Strategic Value Dividend Fund's portfolio.
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In Need of Dividends? - Strategic Value Dividend Fund
Highlight of yields, dividend histories and dividend status of dividend-paying companies in Federated Strategic Value Dividend Fund's portfolio.
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Invest Without Boundaries
A side-by-side comparison of Federated InterContinental Fund, Federated International Leaders Fund and Federated International Small-Mid Company Fund.
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Kaufmann — Three Growth Opportunities from One Dynamic Team
Overview of the intensive, bottom-up stock selection process and experienced team that guide Federated Kaufmann Small Cap Fund, Federated Kaufmann Fund and Federated Kaufmann Large Cap Fund.
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Kaufmann Team
One-page reference sheet of the Federated Kaufmann team which highlights the team's experience and management positions.
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Managed Tail Risk Fund II Position Points
Position points for Federated Managed Tail Risk Fund II.
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On Point — Going for Growth
White paper analysis that explores what's behind strong growth opportunities and, more importantly, what it takes to find them.
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On Point — High-Dividend Equity Strategy
White paper analysis of how an allocation to high-yielding stocks can potentially boost performance and actually lower risk in certain portfolios. It also discusses factors to consider in determining an allocation to high-yielding stocks.
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On Point — Why Talk of a Secular Bull Isn't Just a Bunch of Bull
White paper analysis that investigates the current market environment and compares it to past indicators that historically have signaled a new secular bull market in equities.
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Product Profile — Clover Small Value Fund
Quarterly, in-depth review of Federated Clover Small Value Fund performance, characteristics and investment process.
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Product Profile — Clover Value Fund
Quarterly, in-depth review of Federated Clover Value Fund performance, characteristics and investment process.
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Product Profile — Equity Income Fund, Inc.
Quarterly, in-depth review of Federated Equity Income Fund, Inc. performance, characteristics and investment process.
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Product Profile — InterContinental Fund
Quarterly, in-depth review of Federated InterContinental Fund's performance, characteristics and investment process.
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Product Profile — International Leaders Fund
Quarterly, in-depth review of Federated International Leaders Fund's performance, characteristics and investment process.
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Product Profile — International Strategic Value Dividend Fund
Quarterly, in-depth review of Federated International Strategic Value Dividend Fund's performance, characteristics and investment process.
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Product Profile — Kaufmann Fund
Quarterly, in-depth review of Federated Kaufmann Fund's performance, characteristics and investment process.
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Product Profile — Kaufmann Large Cap Fund
Quarterly, in-depth review of Federated Kaufmann Large Cap Fund performance, characteristics and investment process.
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Product Profile — Strategic Value Dividend Fund
Quarterly, in-depth review of Federated Strategic Value Dividend Fund performance, characteristics and investment process.
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Reasons to Own — Clover Small Value Fund
Two-page case for Federated Clover Small Value Fund; includes the positioning to identify key changes and capture opportunities; the experience, focus and consistency to uncover real value; and a forward-thinking process that's disciplined and repeatable.
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Reasons to Own — Equity Income Fund, Inc.
Two-page case for Federated Equity Income Fund, Inc.; includes the benefit of a valued approach toward dividend investing while providing diversified participation.
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Reasons to Own — International Leaders Fund
Two-page case for Federated International Leaders Fund; includes focus on market leaders trading below their intrinsic value, developed market emphasis, and high-conviction portfolio.
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Reasons to Own — Kaufmann Large Cap Fund
Two-page case for Federated Kaufmann Large Cap Fund; includes disciplined on-the-ground research, one of the most experienced growth teams in the industry, and focus on upside capture and lower downside risk.
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Reasons to Own — Strategic Value Dividend Fund
Two-page case for Federated Strategic Value Dividend Fund; includes the benefit of a dividend-oriented strategy, experienced management team, and risk/reward balance.
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Seeking to Maximize Dividend Opportunities with Minimal Overlap
Four-page overview highlighting the dividend opportunities within Federated Strategic Value Dividend Fund and Federated International Strategic Value Dividend Fund while limiting overlap.
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Uncovering Income in Unconventional Markets
Market volatility and an ongoing low-interest rate environment have left many investors unable to meet their current income needs. This brochure explores the "unconventional" sectors that may be appropriate for income-seeking investors.
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