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
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Stephen Gutch, CFA®
Senior Vice President
Senior Portfolio Manager

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

joined Federated Hermes
33 years of experience

Documents

 
DISCLOSURES

Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated Hermes 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 Investment Counseling, a division of Federated Global Investment Management Corp.