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MDT Large Cap Growth SMA

Separately Managed Accounts .
OverviewCharacteristicsCommentaryDocuments
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Overview

 
STRATEGY

This strategy utilizes a disciplined, quantitative investment process that analyzes a diverse universe of approximately 500 publicly-traded domestic equities on a daily basis. The process selects stocks based on fundamental variables, controls risk through diversification constraints and controls turnover by taking into account the impact of trading costs. The universe of stocks available to this strategy is the MDT Large Cap Growth Universe, which approximates the Russell 1000 Growth Index.

KEY FACTS
Key Facts - Part 1
Benchmark Russell 1000® Growth Index
Key Facts - Part 2
Strategy Inception Date October 1 2004
Power in data
Federated Hermes MDT Advisers manages a range of products which are available in a number of investment vehicles. To learn more about MDT's investment philosophy, strategies and ways to invest, click here. 
INVESTMENT GOALS Retirement
Growth
KEY INVESTMENT TEAM
Daniel Mahr, CFA
Senior Vice President
Head of MDT Group
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
24 years of experience
Damien Zhang, CFA
Senior Vice President
Head of MDT Research

joined Federated Hermes
17 years of experience
Frederick Konopka, CFA
Vice President
Portfolio and Trading Manager
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
29 years of experience
John Paul Lewicke
Vice President
Research Manager
MDT Advisers, a Federated Advisory Company

joined Federated Hermes
19 years of experience
Kelly Patel, CFA
Vice President
Portfolio Analytics Manager, MDT Advisers, a Federated Advisory Company

joined Federated Hermes
15 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.

Investments are subject to risk and may lose value.

Investing in equities is speculative and involves substantial risk.

The quantitative models and analysis used may perform differently than expected and negatively affect performance.

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. 

Portfolio characteristics are from the composite. 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/Performance Profile found on this website in the Documents section.

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. In addition, by accessing documents containing CUSIP information, you agree to the Terms of Use for CUSIP Information contained in the Financial Glossary.

Issued and approved by MDT Advisers, A Federated Advisory Company