Hermes US Smid Equity Fund Class F GBP Accumulating Hedged
|AptarGroup Inc||2.65 %|
|Alleghany Corp||2.64 %|
|Reinsurance Group of America Inc||2.54 %|
|Community Bank System Inc||2.53 %|
|Steris PLC||2.30 %|
|Wintrust Financial Corp||2.25 %|
|West Pharmaceutical Services Inc||2.18 %|
|Alimentation Couche-Tard Inc Class B||2.16 %|
|Woodward Inc||2.14 %|
|Alliant Energy Corp||2.07 %|
|United States||94.83 %|
|Financial Services||21.60 %|
|Consumer Cyclical||11.91 %|
|Basic materials||9.03 %|
Michael joined Hermes in March 2014 as the co-manager of the US SMID Cap strategy and became the lead manager of the US All Cap strategy in May 2015. Michael was most recently senior portfolio manager of the Global Developed Markets Equity funds at Normura Asset Management, where he worked for eight years. During this time he also acted as portfolio manager of the firm’s US equity funds for five years from 2005. Earlier in his career Michael held senior roles managing US equity funds at Merrill Lynch Investment Managers and Mercury Asset Management. He is a CFA charterholder and has an MA in Economics from Cambridge University.
Mark has been with Hermes Small & Mid Cap since February 2009 as the Co-Manager of the US SMID strategy. He joined Hermes in 2005, initially spending four years working on the UK Focus Fund as an analyst and fund manager. Prior to this, he was an investment analyst at Rio Tinto Pension Fund where he had responsibility for the small and mid-cap portion of the portfolio. Mark qualified as a Chartered Accountant with PriceWaterhouseCoopers in 2002. He has a degree in Politics from Durham University and is a CFA Charterholder.
Data provided by Morningstar.
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