Potential to Defend Against Market Challenges

  • Employs strategic short selling supported by an intensive security-by-security research process.
  • Long positions include undervalued stocks, and may include companies from hard-asset categories such as precious metals and other natural resources.
  • Provides low correlation with key financial markets.
  • Designed to perform better than the inverse of the U.S. stock market during downturns.
  • Can serve as an intelligent hedge to long, S&P 500-based portfolios.

Decades-Long Dedication to Short-Biased Investing
The fund’s investment team has decades of experience managing money utilizing market short positions while seeking to manage risk in bullish market cycles. It’s a level of alternative investment experience and skill not widely found in the industry today.

Risk Reduction a Key Component
A potential advantage of Federated Prudent Bear Fund is its flexible, actively managed approach to short selling. Even in long-term bear markets, stocks can rally sharply for extended periods. The fund’s ability to vary its short position as market conditions warrant can deliver a valuable tool for pursuing long-term financial goals.

Chart the fund's growth