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Federated Hermes, Inc. launches MDT Mid Cap Growth Collective Investment Fund
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PITTSBURGH, Sept. 26, 2024 ~ Federated Hermes, Inc. has recently announced the launch of their newest investment strategy, the Federated Hermes MDT Mid Cap Growth Collective Investment Fund. This fund is specifically designed for qualified retirement plan investors and aims to achieve capital appreciation by investing in a diversified portfolio of US mid-cap growth companies.

The company's stock-selection process for this fund is unique and utilizes cutting-edge research, technology, and daily data from multiple market cycles. This approach removes subjective and emotional influences from the stock-selection process, providing investors with a disciplined, testable, and repeatable strategy.

The trust for this fund is managed by Great Gray Trust Company, LLC (Great Gray), a leading provider of collective investment trusts (CITs) to the retirement plan market. Through this new CIT, Great Gray will offer retirement plan investors access to Federated Hermes MDT's experience in seeking alpha from multiple sources, setting it apart from other growth strategies.

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President of Federated Securities Corp., Paul Uhlman, expressed his excitement about the launch of this new CIT. He stated that their MDT strategies have seen continued interest in the retirement market and that they are pleased to offer another vehicle for clients to access their investment team's capabilities. Uhlman also mentioned that this new mid-cap growth CIT is a testament to their growing global investment platform capabilities and their commitment to providing diverse investment solutions to institutional investors.

The fund will be managed by a highly experienced portfolio management team consisting of Daniel Mahr, CFA as Head of the MDT Group with 22 years of experience; Damien Zhang, CFA as Head of MDT Research with 15 years of experience; Frederick Konopka, CFA as Portfolio and Trading Manager with 27 years of experience; and John Paul Lewicke as Research Manager with 17 years of experience. This team also manages over $10 billion in several other Federated Hermes MDT mutual funds, ETFs, institutional separate accounts, and separately managed accounts (SMAs).

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This new fund marks Federated Hermes' first equity CIT and complements their four fixed-income CITs with Great Gray. These include the Federated Hermes Total Return Bond Collective Investment Fund, Federated Hermes High Yield Bond Collective Investment Fund, Federated Hermes Prime Cash Collective Investment Fund, and Federated Hermes Unconstrained Credit Collective Investment Fund. Additionally, since 1986, the company has also offered a stable value CIT called the Federated Hermes Capital Preservation Fund, which is trusteed by Federated Investors Trust Company.

Federated Hermes, Inc. is a global leader in active and responsible investment management with over $782 billion in assets under management as of June 30, 2024. They offer a wide range of investment solutions including equity, fixed-income, alternative/private markets, multi-asset, and liquidity management strategies to over 10,000 institutions and intermediaries worldwide. Their clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. With headquarters in Pittsburgh and offices worldwide in London, New York, Boston and more than 2,000 employees globally. For more information about Federated Hermes' investment solutions visit their website at FederatedHermes.com/us.
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