Hermes US Smid Equity F GBP Acc

Name
Hermes US Smid Equity Fund Class F GBP Accumulating
Manager
Hermes Investment Management Ltd
Type
Open Ended Investment Company
ISIN
IE00B8JBCY79
Sector
LC00000060
Launched
08/11/2012
OCF
0.85 %
Risk Rating
4
3 Year Sharpe
1.25
3 Year Alpha
-1.70
Yield
0 %
Benchmark
Russell 2500 NR USD
The investment objective of the fund is to provide long-term capital appreciation by investing primarily in equity or equity related securities of small and mid-capitalisation companies domiciled in the US, or which derive a large proportion of their income from US activities. These are primarily listed or traded in the US or Canada.
Holding%
Wintrust Financial Corp2.81 %
Alleghany Corp2.52 %
1.71000 % 03/04/18bnpaie2.29 %
STERIS PLC2.24 %
Westinghouse Air Brake Technologies Corp2.20 %
Signature Bank2.16 %
Ansys Inc2.14 %
West Pharmaceutical Services Inc2.13 %
Woodward Inc2.07 %
Silicon Laboratories Inc2.04 %
Region%
United States94.02 %
Sector%
Industrials22.12 %
Financial Services19.86 %
Healthcare13.91 %
Technology13.62 %
Consumer Cyclical11.30 %
Basic materials7.89 %
Name
Hermes Investment Management Ltd
Address
E1 8HZ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Michael Russell

Joined 03/31/2014

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 Sherlock

Joined 09/26/2012

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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