International Strategic Value Dividend ADR

Managed AccountsLarge Cap

Overview

 
STRATEGY

A composite of portfolios investing in foreign stocks that management believes will provide high yield, reasonable dividend growth and lower volatility in falling equity market environments along with potential participation in rising markets. Eligible portfolios are managed with wide latitude to choose the sectors and securities to fulfill the mandate. Portfolios may invest in less developed or emerging markets that generally entail greater political, economic, market, tax, credit and other risks, and may have greater price volatility than securities issued or traded in developed markets. Within eligible portfolios, securities are selected based on a fundamental assessment of their financial strength, dividend yields, dividend growth rates and performance during periods of market weakness.

KEY FACTS
Key Facts - Part 1
Benchmark MSCI World ex U.S. High Dividend Yield Index
Key Facts - Part 2
Strategy Inception Date January 1 2008
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
MANAGERS
Daniel Peris, Ph.D., CFA
Senior Vice President
Senior Portfolio Manager, Head of Strategic Value Dividend Team

joined Federated
20 years of experience
Deborah Bickerstaff
Vice President
Portfolio Manager

joined Federated
23 years of experience
Jared Hoff
Vice President
Portfolio Manager

joined Federated
18 years of experience
Michael Tucker
Vice President
Portfolio Manager

joined Federated
26 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.

Effective January 31, 2016 the benchmark changed from MSCI EAFE High Dividend Yield Index to MSCI World ex U.S. High Dividend Yield Index.

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

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 Investment Counseling