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Clover Balanced SMA

Separately Managed Accounts .
OverviewDocuments
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Overview

 
STRATEGY

A blended, active stock & bond portfolio that combines our All Cap Value equity selections with high quality fixed-income securities, to seek capital appreciation with less volatility than an all-equity strategy. With a target allocation of 60% equities and 40% fixed income, the stock portion invests in a broad range of large-, mid- and small-cap U.S. companies whose stocks are believed to be trading below their intrinsic values, while the bond portion invests primarily in Treasuries and U.S. government bonds.

KEY FACTS
Key Facts - Part 1
Benchmark 60% Russell 3000® Value Index/40% Bloomberg US Intermediate Treasury Index
Key Facts - Part 2
Strategy Inception Date October 1 2009
INVESTMENT GOALS Retirement
Growth
Income
KEY INVESTMENT TEAM
Stephen Gutch, CFA
Senior Vice President
Senior Portfolio Manager
Co-Head of Balanced Income Team

joined Federated Hermes
31 years of experience
Denis Doherty, CFA
Senior Vice President
Senior Portfolio Manager, Head of Managed Accounts Group

joined Federated Hermes
39 years of experience
Robert Schwartz
Assistant Vice President
Portfolio Manager, Fixed Income Managed Accounts

joined Federated Hermes
8 years of experience

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.

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. 

Investments are subject to risk and may lose value.

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

Investing in equities is speculative and involves substantial risk.

Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.

Refer to the GIPS® report/Performance Profile found on this website in the Documents section.

The characteristics are based on a portfolio which is used as a guide for cloning (or managing) underlying accounts to a particular strategy. Taking into consideration individual investor circumstances could cause deviation from this guide (e.g. restrictions, tax requests, etc.). 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.

Federated Investment Counseling