Mark Sherlock

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Manager factsheet

Mark Sherlock
Federated Hermes, SEB Asset Management SA
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Manager profile

Mark joined the US Equities team in February 2009 as co-manager of the US SMID Cap strategy and became lead manager in October 2013. He was appointed as Head of US Equities in October 2017 and became co-portfolio manager of the Impact Opportunities strategy in December 2019. Mark initially joined the international business of Federated Hermes in 2005 as an analyst and fund manager on the UK Focus Fund. 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, is a CFA charterholder and a Fellow of ICAEW.

FOLLOW ON FUNDSWIRE

Annualised total return over 12.3 years

+13.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Mark Sherlock	27.7	25.7	65.1	96.0	200.1
Peer Group Composite	27.9	20.6	69.9	100.3	197.0
Over / Under	-0.2	5.1	-4.8	-4.3	3.1

Total return for Mark Sherlock

Discrete calendar year performance : Mark Sherlock

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Mark Sherlock	27.7	2.3	-3.7	25.2	5.3	12.4	5.6	4.8	32.6	12.0
Peer Group Composite	27.9	-0.8	-5.0	24.4	14.0	9.6	7.5	10.1	27.0	8.3
Over / Under	-0.2	3.1	1.3	0.8	-8.7	2.8	-1.9	-5.3	5.6	3.7

Performance vs peer group composite: Mark Sherlock

How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.

Overall markets

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Federated Hermes US SMID Equity	Lead manager	IA North American Smaller Companies	since Sep 26 2012 to present
SEB Nordamerika Sma och Medelstora Bolag	Lead manager	FO Equity - North America	since Feb 28 2015 to present
Federated Hermes Global Small Cap Equity	Co-managed (deputy)	IA Global	since Aug 01 2023 to present