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You are here: Manager factsheet

Alex Knox
Federated Hermes
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Manager profile
Alex joined the international business of Federated Hermes in August 2009 and is portfolio manager on the US SMID Cap strategy. Alex's investment experience has been focused on smaller companies, starting in 1995 at Morgan Grenfell Asset Management and subsequently at JPMorgan, but most recently as an analyst and portfolio manager for UK SMID at Aviva. She is a qualified Chartered Accountant and worked as a strategy consultant at Arthur Andersen. Alex has a Mathematics degree from Durham University.
Total return for Alex Knox
Manager career performance
Discrete calendar year performance : Alex Knox

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
Alex Knox 20.9 -0.8 8.9 47.7 -13.9 11.5 - - - -
Peer Group Composite 16.4 -5.1 0.8 71.0 -17.1 10.8 - - - -
Over / Under 4.5 4.3 8.1 -23.3 3.2 0.7 - - - -
Performance vs peer group composite: Alex Knox
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
5 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
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 Co-managed (deputy) IA North American Smaller Companies since Jan 01 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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