#United States #Pittsburgh #Federated Hermes #MDT Mid Cap Growth #Lipper Fund Awards

Federated Hermes Celebrates Success at 2025 LSEG Lipper Fund Awards

On March 14, 2025, Federated Hermes announced a remarkable achievement by securing multiple awards at the prestigious 2025 LSEG Lipper Fund Awards. Recognized for its top-tier performance, the firm’s funds, including the MDT Mid Cap Growth Fund, MDT All Cap Core Fund, Conservative Municipal Microshort Fund, and Corporate Bond Strategy Portfolio, exemplified outstanding risk-adjusted returns through various market cycles.

A Testament to Performance

The accolades reflect the firm's commitment to delivering consistent investment performance. In particular, the MDT Mid Cap Growth Fund stood out, earning a trophy for its R6 shares for exceeding peer performance over both three- and five-year periods, while its IS shares excelled over the ten-year span. This fund focuses on capital appreciation by concentrating on mid-cap common stocks with promising growth prospects.

Meanwhile, the MDT All Cap Core Fund also received recognition in the Multi-Cap Core Funds category. Its R6 shares showed superior performance against peers over a five-year timeline, utilizing a comprehensive investment approach that considers a wide spectrum of U.S. companies.

Innovative Strategies and Expert Team

Federated Hermes MDT Advisers attributes its success to a seasoned team comprising Daniel Mahr, Damien Zhang, Frederick Konopka, and John Paul Lewicke, who collectively boast over 80 years of investment expertise. They manage a portfolio valued at $14.2 billion, employing a disciplined and quantitative investment strategy designed to minimize biases and leverage sophisticated modeling techniques. This structured approach allows them to create a flexible decision-making framework that distinguishes their methods from many traditional investment strategies.

On the fixed-income side, the Conservative Municipal Microshort Fund was recognized for outperforming its peers within the Short Municipal Debt Funds category over a three-year term. Launched in 2021, its objective is to provide current income while prioritizing capital preservation and liquidity, by investing predominantly in investment-grade securities with short maturities. The leadership of senior portfolio manager Mary Jo Ochson and Kyle Stewart has been vital to the fund's strategic focus and success.

Lastly, the Corporate Bond Strategy Portfolio outperformed peers in the Corporate Debt Funds BBB-Rated category for the previous ten years, aiming to yield total return through a well-diversified portfolio of high-quality corporate fixed-income securities.

Federated Hermes: A Legacy of Excellence

Commenting on the awards, John B. Fisher, President and CEO of Federated Advisory Companies, emphasized the firm’s rich history in investment management, stating, "For 70 years, we have focused on actively meeting the evolving needs of our clients and shareholders through rigorous assessment of investment opportunities. Our deep expertise, especially in fixed-income management and the innovative quantitative approach of MDT, positions us to deliver competitive returns in varying market conditions."

With assets amounting to $829.6 billion as of December 31, 2024, Federated Hermes operates within a wide array of investment sectors, catering to over 10,000 clients globally, including corporations, government entities, and financial institutions. Their extensive operational presence spans across major cities including Pittsburgh, London, New York, and Boston.

Recognizing Excellence in Investing

The LSEG Lipper Fund Awards are an annual event that spotlights funds demonstrating exceptional long-term risk-adjusted performance. These awards are determined based on evaluations that calculate the fund's consistent return over set periods, highlighting those that truly excel in the competitive landscape of investment management.

In conclusion, Federated Hermes's recognition at the 2025 LSEG Lipper Fund Awards underscores its unwavering dedication to superior investment management and underscores its position as a leader in the financial services sector. As the firm continues to evolve and adapt to market trends, clients can expect the same level of excellence and dedication in their investment pursuits.