Clover All Cap Value

Managed AccountsAll Cap

Overview

STRATEGY

An active equity portfolio that seeks long-term capital appreciation by investing primarily in a broad range of large-, mid- and small-cap U.S. companies whose stocks are believed to be trading below their intrinsic values. The Federated Clover team combines disciplined bottom-up, fundamental analysis with rigorous quantitative analysis to seek to exploit inefficiencies in the market. The strategy targets alpha through security selection which centers upon free cash flow analysis, delivering a comprehensive value solution to a wide variety of investors.

KEY FACTS
Key Facts - Part 1
Benchmark Russell 3000® Value Index
Key Facts - Part 2
Strategy Inception Date
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Stephen Gutch, CFA
Senior Vice President
Senior Portfolio Manager, Head of Clover Value Team

joined Federated
23 years of experience

Characteristics

Commentary

Documents