U.S. Strategic Dividend SMA

Separately Managed Accounts . Large Cap .

Overview

 
STRATEGY

Seeks to provide income and long-term capital appreciation by investing primarily in high dividend-paying common stocks with dividend growth potential. The portfolio generally invests in large-cap or mid-cap stocks of U.S. issuers. The portfolio may also invest in real estate investment trusts. The portfolio’s investment adviser seeks to enhance investment results by focusing on stocks with both the potential for future dividend growth and current dividend-oriented characteristics. The adviser believes that this is achievable while targeting less risk than the broader market.

KEY FACTS
Key Facts - Part 1
Benchmark S&P 500®
Key Facts - Part 2
Strategy Inception Date January 1 2023
INVESTMENT GOALS Retirement
Growth
Income
KEY INVESTMENT TEAM
Daniel Peris, Ph.D., CFA
Senior Vice President
Senior Portfolio Manager
Head of Strategic Value Dividend Group

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

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

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

joined Federated Hermes
25 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.

Investments are subject to risk and may lose value.

There are no guarantees that dividend-paying stocks will continue to pay dividends. In addition, dividend-paying stocks may not experience the same capital appreciation potential as non-dividend-paying stocks.

Investing in equities is speculative and involves substantial risk.

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. 

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

Past performance is no guarantee of future results.

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.

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 Federated Investment Counseling