Kaufmann Large Cap Growth

Managed Accounts . Large Cap .

Overview

 
STRATEGY

We believe an intensive, bottom-up approach to investing emphasizing rigorous company and sector analysis, and individual stock selection, rather than attempting to time the market or mimic the benchmark, will generate superior performance over full market cycles.

KEY FACTS
Key Facts - Part 1
Benchmark Russell 1000 Growth® Index
Key Facts - Part 2
Strategy Inception Date January 1 2008
INVESTMENT GOALS Retirement
Growth
Income
MANAGERS
Hans Utsch
Senior Portfolio Manager
Head of Kaufmann Growth Equity Team

joined Federated
57 years of experience
Barbara Miller
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
27 years of experience
Jonathan Art
Senior Portfolio Manager
Senior Investment Analyst

joined Federated
38 years of experience
Mark Bauknight
Senior Portfolio Manager
Senior Investment Analyst

joined Federated
26 years of experience
Tom Brakel, M.D.
Senior Portfolio Manager
Senior Investment Analyst

joined Federated
22 years of experience
Stephen DeNichilo, CFA
Portfolio Manager
Senior Investment Analyst

joined Federated
21 years of experience
John Ettinger, CFA
Senior Portfolio Manager

joined Federated
25 years of experience
Vivian Wohl
Vice President
Portfolio Manager
Senior Investment Analyst

joined Federated
35 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.

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