Proving the Process Works

With Federated Hermes' Mark Sherlock

Active fund management is changing: the market is changing, the competition is changing, and the available tools are changing. How can portfolio managers change with it — without changing the philosophy or the team?

In this Behavioral Alpha webinar, Essentia CEO Clare Flynn Levy is joined by Mark Sherlock, Federated Hermes’ Head of U.S. Equities and lead PM for the firm’s U.S. SMID Fund. Mark and his team ranked No. 1 in the recently announced Behavioral Alpha Awards, which recognize quantified decision-making skill.

Mark’s team offers a unique example of how long-term investors — who have worked together for over a decade — are continuously improving their process without undermining their philosophy.


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