International ADR SMA

Separately Managed Accounts .

Overview

 
STRATEGY

The International ADR model portfolio consists of foreign stocks that are listed on a U.S. exchange as American Depositary Receipts. Portfolios in this composite may invest in less developed or emerging markets which generally entail greater political, economic, market, tax, credit and other risks, and generally have greater price volatility than securities issued or traded in developed markets. All portfolios utilize a bottom-up approach focusing on large- and mid-cap stocks from primarily developed markets focusing on companies with leading market positions, strong cash flow, solid growth prospects and attractive valuations. This strategy is considered a core strategy with a bias toward quality.

KEY FACTS
Key Facts - Part 1
Benchmark MSCI EAFE Index
Key Facts - Part 2
Strategy Inception Date January 1 2008
INVESTMENT GOALS Retirement
Growth
Income
Global Diversification
KEY INVESTMENT TEAM
Richard Winkowski Jr.
Senior Vice President
Senior Portfolio Manager
Head of International Equity Team

joined Federated Hermes
30 years of experience
Dariusz Czoch, CFA
Vice President
Portfolio Manager

joined Federated Hermes
22 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.

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

Federated Investment Counseling