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Federated Hermes Prudent Bear Fund Institutional Shares (PBRIX)

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5.49 -0.01    -0.18%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 88.63M
Type:  Fund
Market:  United States
Issuer:  Federated
Asset Class:  Other
Federated Prudent Bear Instl 5.49 -0.01 -0.18%

PBRIX Overview

 
On this page you'll find an in-depth profile of Federated Hermes Prudent Bear Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of PBRIX among other information.
Category

Trading--Inverse Equity

Total Assets

88.63M

Expenses

2.19%

Inception Date

39787

Investment Strategy

The investment seeks capital appreciation. The fund pursues its investment objective primarily through short positions in domestically traded equity securities and indices. It holds short-term liquid securities such as money market funds, U.S. Treasury securities, government agency securities or other equity securities for liquidity purposes and to cover its obligation to purchase securities subject to short sales in the future. The fund also seeks capital appreciation through long positions on equity securities which the fund's adviser believes are undervalued.

Contact Information

Address 4000 Ericsson Drive
Warrendale,PA 15086-7561
United States
Phone +1 8003417400

Top Executives

Name Title Since Until
Dana L. Meissner Investment Analyst 2018 Now
Biography Dana L. Meissner, CFA, FRM and CAIA, Senior Portfolio Manager, has been the Fund’s portfolio manager since April 2020. Mr. Meissner is jointly responsible for the day-to-day management of the Fund. He has been with the Adviser or an affiliate since 2000; has worked in investment management since 2000; and has managed investment portfolios since 2009. Education: M.S.I.A., Carnegie Mellon University; M.S. and B.S., University of Toledo.
Chad E. Hudson Vice President 2009 Now
Biography Hudson has been the Portfolio Manager with Federated since May 2009. He is a Vice President of Federated Equity Management Company of Pennsylvania. From September 1994 to December 2008, he was employed with David Tice & Associates, Inc. where he served at various times as an analyst, trader and assistant portfolio manager.Mr. Hudson has received the Chartered Financial Analyst designation and holds a B.S. in economics from Texas A&M University.
P. Ryan Bend Vice President 2008 Now
Biography Ryan Bend is Vice President of Federated Equity Management Company of Pennsylvania. From June 2004 to December 2008, Mr. Bend served as Research Coordinator and Equity Analyst with David Tice & Associates, Inc. He was a Finance Manager with Rogers Communications, Inc. from July 2000 to July 2002. Mr. Bend has received the Chartered Financial Analyst designation and holds a B.A. in Finance and Economics from the Ivey School of Business at the University of Western Ontario, Canada and an M.B.A. from the Kelley School of Business at Indiana University.
Lila A. Murphy Analyst 2015 2018
Biography Lila Murphy, Portfolio Manager, was an analyst with David Tice & Associates, Inc. from November 2004 to December 2008. Previously, she served as an equity research analyst with Lee Financial Corporation from April 2001 to November 2004. Ms. Murphy has received the Chartered Financial Analyst designation and holds a B.A. in Liberal Arts with an Economics Concentration from New York University.
Douglas C. Noland Portfolio Manager 1999 2014
Biography Noland joined Federated in December 2008. Prior, he was employed with David Tice & Associates, Inc. where he served as an assistant portfolio manager and strategist from January 1999. From 1990 through 1998, Mr. Noland worked as a trader, portfolio manager and analyst for short-biased hedge funds including G. W. Ringoen & Associates, Fleckenstein Capital, and East Shore Partners, Inc.
Chad E. Hudson Vice President 2000 2008
Biography Hudson has been the Portfolio Manager with Federated since May 2009. He is a Vice President of Federated Equity Management Company of Pennsylvania. From September 1994 to December 2008, he was employed with David Tice & Associates, Inc. where he served at various times as an analyst, trader and assistant portfolio manager.Mr. Hudson has received the Chartered Financial Analyst designation and holds a B.S. in economics from Texas A&M University.
Gregg Jahnke - 1995 2008
Biography Jahnke is the chief compliance officer and senior analyst for the fund. He has in this capacity since the fund's inception.
David W. Tice Founder, President 1995 2008
Biography Tice is president of David W. Tice & Associates, an investment management firm he founded in 1988. Tice holds the Chartered Financial Analyst and Certified Public Accountant designation.
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