U.S. SMID

Managed Accounts . Small/Mid Cap .

Overview

 
STRATEGY

We invest in high-quality companies that we believe possess a durable competitive advantage. We value consistency and stable, growing revenues and cash flow. Over time, we believe that companies that exhibit these characteristics outperform with less risk. Our investment criteria are based on company fundamentals, not macro driven.

KEY FACTS
Key Facts - Part 1
Benchmark Russell 2500 Index
Key Facts - Part 2
Strategy Inception Date November 1 1987
INVESTMENT GOALS Retirement
Growth
MANAGERS
Mark Sherlock, CFA®, FCA
Hermes Investment Management Limited

joined Federated Hermes
Michael Russell, CFA®
Hermes Investment Management Limited

joined Federated Hermes
Alex Knox, ACA
Hermes Investment Management Limited

joined Federated Hermes
Henry Biddle, CFA®, ACA
Hermes Investment Management Limited

joined Federated Hermes

Characteristics

Commentary

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.

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 report 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