Strategic Value Dividend SMA

Separately Managed Accounts .



A composite of domestic portfolios investing in U.S. and foreign stocks seeking high yield, reasonable dividend growth and lower volatility in falling equity market environments as well as potential participation in rising markets. Eligible portfolios are managed with wide latitude to choose the sectors and securities to fulfill the mandate. Securities are selected based on a fundamental assessment of their financial strength, dividend yields, dividend growth rates and performance during periods of market weakness. Portfolios in this composite implement the strategy using American Depositary Receipts (ADR) versus directly purchasing shares of companies on foreign exchanges. Investments in ADRs entail risks related to daily fluctuations in the value of currency, which may be more volatile in times of increased market risk. There are no guarantees that dividend-paying stocks will continue to pay dividends.

Key Facts - Part 1
Benchmark S&P 500® Index
Key Facts - Part 2
Strategy Inception Date October 1 2001
Daniel Peris, Ph.D., CFA
Senior Vice President
Senior Portfolio Manager
Head of Strategic Value Dividend Group

joined Federated Hermes
24 years of experience
Deborah Bickerstaff
Senior Vice President
Portfolio Manager

joined Federated Hermes
27 years of experience
Jared Hoff
Vice President
Senior Portfolio Manager

joined Federated Hermes
22 years of experience
Michael Tucker
Senior Vice President
Senior Portfolio Manager

joined Federated Hermes
30 years of experience





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. 

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.

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