Clover Balanced

Managed Accounts . Asset Allocation .

Overview

 
STRATEGY

A blended, active stock & bond portfolio that combines our All Cap Value equity selections with high quality fixed income securities, to seek capital appreciation with less volatility than an all-equity strategy. With a target allocation of 60% equities and 40% fixed income, the stock portion invests in a broad range of large-, mid- and small-cap U.S. companies whose stocks are believed to be trading below their intrinsic values, while the bond portion invests primarily in Treasuries and U.S. government bonds.

KEY FACTS
Key Facts - Part 1
Benchmark 60% Russell 3000® Value Index/40% Bloomberg Barclays U.S. Intermediate Treasury Index
Key Facts - Part 2
Strategy Inception Date January 1 1988
Federated Clover Investment Advisors
Learn more about Federated Clover, our singular focus on value investing, the team and explore the full product line.
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Stephen Gutch, CFA
Senior Vice President
Senior Portfolio Manager, Head of Clover Value Team

joined Federated
24 years of experience
Denis Doherty, CFA
Senior Vice President
Senior Portfolio Manager, Head of Managed Accounts Group

joined Federated
32 years of experience

Documents

 
DISCLOSURES

Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated representative or your home office to ascertain accessibility.

For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.

Federated Clover Investment Advisors, A division of Federated Global Investment Management Corp.