Federated Hermes Achieves Recognition at the 2026 LSEG Lipper Fund Awards
On March 12, 2026, Federated Hermes, a prominent name in global active investing, announced a significant achievement at the 2026 LSEG Lipper Fund Awards. This year, four of the company's investment strategies gained recognition for their exceptional risk-adjusted performance measured over various timeframes. The accolades highlight Federated Hermes' commitment to providing consistent and reliable investment products.
The LSEG Lipper Fund Awards are renowned in the financial services sector, granted annually to those funds and companies that excel in delivering strong risk-adjusted returns relative to their peers. The evaluation period ends on November 30, 2025, allowing a comprehensive review of performance. Each category's winner is identified based on the Lipper Leader for Consistent Return, which offers a vital perspective on fund performance over varying durations.
John B. Fisher, the president and CEO of Federated Advisory Companies, emphasized the firm’s strong market presence, stating, "Entering 2026 with record assets under management is a strong testament to the performance of our portfolios." He attributed this success to a disciplined investment approach that caters to the evolving requirements of clients across different asset classes and styles.
Among the awardees, Federated MDTA LLC, known for its quantitative strategies, received multiple honors for the second consecutive year. The MDT team, comprising Daniel Mahr, Damien Zhang, Frederick Konopka, and John Paul Lewicke, implements a rigorous, bottom-up quantitative investment process aimed at eliminating bias during stock selection. Their strategies have amassed approximately $30 billion in assets spread across various mutual funds, ETFs, institutional accounts, and separate managed accounts.
The firm’s Multi-Asset Group marked its comeback to the LSEG Lipper Fund Awards for the third time in four years. They previously won in categories like Best Mixed Assets Large Family Fund Group Over Three Years and Mixed-Asset Target Allocation Conservative Funds. Their flagship product, the $673.4 million Federated Hermes Capital Income Fund, employs active management to balance income opportunities and risk.
Another highlight is the Federated Hermes Corporate Bond Strategy Portfolio, which bagged its second consecutive Lipper Fund Award. This offering, a Managed Account Pool utilized by Federated Hermes' Separately Managed Accounts, emphasizes the firm's strength in fixed-income investment management. Portfolio managers Jerome Conner and Brian Ruffner, with their combined 57 years of experience, lead this strategy, which aims to deliver total returns by investing in a diversified portfolio of investment-grade corporate securities.
The award-winning funds showcased diverse strategies that consistently outperformed the competition. For instance, the Federated Hermes MDT Mid Cap Growth Fund secured an impressive position in the Mid-Cap Growth Funds category by outperforming 99.6% of share classes over the five-year span and 99.5% over ten years. This fund concentrates on US mid-cap stocks with promising growth potential.
Moreover, the Federated Hermes MDT All Cap Core Fund achieved remarkable results as well, placing in the top 0.3% of share classes and 0.8% of portfolios in the Multi-Cap Core category over ten years. It aims for long-term capital appreciation through an all-cap/all-style investing strategy.
Another significant competitor, the Federated Hermes Capital Income Fund, was noted for outperforming 99.6% of share classes in the Mixed-Asset Target Allocation Conservative category during a three-year review.
Lastly, the Federated Hermes Corporate Bond Strategy Portfolio excelled in the Corporate Debt Funds BBB-Rated category, outperforming nearly 99.4% of share classes over the past decade.
In summary, Federated Hermes’ impressive track record and recognition at the LSEG Lipper Fund Awards reflect its commitment to excellence and sensible investment methodologies. With over $902.6 billion in assets under management as of December 31, 2025, the firm continues to position itself as a leader in active investment management, focusing on diverse solutions for investors worldwide, including corporations, government entities, and institutions.
The LSEG Lipper Fund Awards are renowned in the financial services sector, granted annually to those funds and companies that excel in delivering strong risk-adjusted returns relative to their peers. The evaluation period ends on November 30, 2025, allowing a comprehensive review of performance. Each category's winner is identified based on the Lipper Leader for Consistent Return, which offers a vital perspective on fund performance over varying durations.
John B. Fisher, the president and CEO of Federated Advisory Companies, emphasized the firm’s strong market presence, stating, "Entering 2026 with record assets under management is a strong testament to the performance of our portfolios." He attributed this success to a disciplined investment approach that caters to the evolving requirements of clients across different asset classes and styles.
Among the awardees, Federated MDTA LLC, known for its quantitative strategies, received multiple honors for the second consecutive year. The MDT team, comprising Daniel Mahr, Damien Zhang, Frederick Konopka, and John Paul Lewicke, implements a rigorous, bottom-up quantitative investment process aimed at eliminating bias during stock selection. Their strategies have amassed approximately $30 billion in assets spread across various mutual funds, ETFs, institutional accounts, and separate managed accounts.
The firm’s Multi-Asset Group marked its comeback to the LSEG Lipper Fund Awards for the third time in four years. They previously won in categories like Best Mixed Assets Large Family Fund Group Over Three Years and Mixed-Asset Target Allocation Conservative Funds. Their flagship product, the $673.4 million Federated Hermes Capital Income Fund, employs active management to balance income opportunities and risk.
Another highlight is the Federated Hermes Corporate Bond Strategy Portfolio, which bagged its second consecutive Lipper Fund Award. This offering, a Managed Account Pool utilized by Federated Hermes' Separately Managed Accounts, emphasizes the firm's strength in fixed-income investment management. Portfolio managers Jerome Conner and Brian Ruffner, with their combined 57 years of experience, lead this strategy, which aims to deliver total returns by investing in a diversified portfolio of investment-grade corporate securities.
The award-winning funds showcased diverse strategies that consistently outperformed the competition. For instance, the Federated Hermes MDT Mid Cap Growth Fund secured an impressive position in the Mid-Cap Growth Funds category by outperforming 99.6% of share classes over the five-year span and 99.5% over ten years. This fund concentrates on US mid-cap stocks with promising growth potential.
Moreover, the Federated Hermes MDT All Cap Core Fund achieved remarkable results as well, placing in the top 0.3% of share classes and 0.8% of portfolios in the Multi-Cap Core category over ten years. It aims for long-term capital appreciation through an all-cap/all-style investing strategy.
Another significant competitor, the Federated Hermes Capital Income Fund, was noted for outperforming 99.6% of share classes in the Mixed-Asset Target Allocation Conservative category during a three-year review.
Lastly, the Federated Hermes Corporate Bond Strategy Portfolio excelled in the Corporate Debt Funds BBB-Rated category, outperforming nearly 99.4% of share classes over the past decade.
In summary, Federated Hermes’ impressive track record and recognition at the LSEG Lipper Fund Awards reflect its commitment to excellence and sensible investment methodologies. With over $902.6 billion in assets under management as of December 31, 2025, the firm continues to position itself as a leader in active investment management, focusing on diverse solutions for investors worldwide, including corporations, government entities, and institutions.
Topics Financial Services & Investing）
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