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You are here: 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.
Total return for Mark Sherlock
Manager career performance
Discrete calendar year performance : Mark Sherlock

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Mark Sherlock 27.3 -4.5 -1.8 32.4 -0.3 11.7 4.3 6.8 34.6 9.9
Peer Group Composite 23.9 -5.0 -5.6 34.6 6.3 7.3 6.5 13.6 26.6 6.6
Over / Under 3.4 0.5 3.8 -2.2 -6.6 4.4 -2.2 -6.8 8.0 3.3
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
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
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
Funds managed previously
Fund Periods
Federated Hermes US All Cap Equity since May 29 2015 to fund close
Federated Hermes Impact Opportunities Equity since Nov 01 2019 to Aug 31 2020
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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