Kaufmann Large Cap Growth SMA

Separately 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
KEY INVESTMENT TEAM
Hans Utsch
Senior Vice President
Senior Portfolio Manager
Co-Head of Kaufmann Group

joined Federated Hermes
60 years of experience
Barbara Miller
Vice President
Senior Portfolio Manager

joined Federated Hermes
30 years of experience
Mark Bauknight
Vice President
Senior Portfolio Manager

joined Federated Hermes
29 years of experience
Tom Brakel, M.D.
Vice President
Senior Portfolio Manager

joined Federated Hermes
25 years of experience
Stephen DeNichilo, CFA
Vice President
Senior Portfolio Manager

joined Federated Hermes
24 years of experience
John Ettinger, CFA
Senior Vice President
Senior Portfolio Manager
Co-Head of Kaufmann Group

joined Federated Hermes
28 years of experience
Steven Abrahamson
Vice President
Senior Portfolio Manager

joined Federated Hermes
31 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 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.

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.

Portfolio characteristics are from a representative portfolio and for illustrative purposes only. Actual account characteristics of individual accounts may be different. Portfolio characteristics are as of the date shown above and are based on individual securities in the portfolio on that date. Securities in the portfolio are subject to change. 

Refer 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