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Clover Small Cap Value

Managed Accounts . Small Cap .
OverviewCharacteristicsCommentaryDocuments
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Overview

 
STRATEGY

An active equity portfolio that seeks long-term capital appreciation by investing primarily in 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 style-pure exposure to the small-cap value segment of the stock market.

KEY FACTS
Key Facts - Part 1
Benchmark Russell 2000® Value (Index)
Key Facts - Part 2
Strategy Inception Date December 1 2011
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
Martin Jarzebowski, CFA
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
12 years of experience
Stephen Sheflin
Assistant Vice President
Portfolio Manager
Senior Quantitative Analyst

joined Federated
27 years of experience

Characteristics

Commentary

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.

Views are as of the date above and are subject to change based on market conditions and other factors. These views should not be construed as a recommendation for any specific security or sector.

Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed. Opinions relate to the representative portfolio as of the date above and are subject to change.

Supplemental to the GIPS composite found on this website in the Performance Profile found in the Documents section.

For printing purposes, this commentary must be accompanied by the full GIPS report.

Past performance is no guarantee of future results.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

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