Global Equity Fund

Combining systematic models with disciplined fundamental oversight to build a diversified, resilient portfolio aiming to consistently outperform its benchmark.

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Reasons to invest

Experienced and stable team

A seasoned group of investors with complementary backgrounds, managing global equities together at Federated Hermes for more than 15 years.

Consistent philosophy and proven process

A well established, data driven approach that underpins idea generation, risk management and ESG integration.

Diversified and style agnostic

A diversified portfolio constructed without persistent style tilts, drawing on value, growth and quality characteristics which aims designed to provide balanced, resilient performance across market cycles.

Engagement led ESG framework

Our research shows that ESG is a key driver of long term value, strengthened by best in class high-quality proprietary data and unique differentiated engagement insights from EOS, our leading stewardship team.

Risk management

Proprietary tools dynamically identify and mitigate macro and market risks, enhancing resilience in volatile environments.

Continuous evaluation

Every element of our process is regularly reviewed to identify improvements and deliver stronger client outcomes.

Diversification is central to our investment process, helping portfolios remain resilient through short-term volatility and supporting the potential for long-term returns.

Geir Lode

Head of Global Equities, Lead Portfolio Manager

Why Global Equity?

A balanced, all-weather approach

Our approach emphasises constructing diversified, resilient portfolios that aim to navigate different market environments and support long-term returns. We avoid structural style biases and instead seek balanced exposure across value, growth and quality, recognising that no single style consistently outperforms. Our goal is to identify investments that combine these characteristics in a compelling, durable way.

Dynamic and robust risk management approach

Diversification is a cornerstone of our philosophy, embedded throughout portfolio construction to manage risk, enhance resilience and support sustainable long‑term returns. Our risk management framework includes:

MultiFRAME: Our proprietary multi‑factor risk model quantifies exposure to measurable risks, such as interest rates, oil prices and currencies, and stress‑tests portfolios across scenarios and time horizons to support resilience during market stress.
Qualitative oversight: The team reviews all proposed trades to assess data quality and capture non‑quantifiable risks, including ESG‑related considerations.
ESG: Our proprietary ESG Dashboard and Portfolio Monitor provide real‑time visibility on ESG exposures. EOS engagement data helps flag controversies and support more informed decisions.

ESG integrated

Supported by over a decade of proprietary research, we believe companies that effectively manage material Environmental, Social and Governance risks are better positioned to outperform over time—supported by over a decade of proprietary research. Our work also shows that companies improving their ESG practices can unlock meaningful shareholder value through stronger operations and better stakeholder alignment.

ESG is fully embedded in our process, focusing on financially material issues and long‑term structural forces such as climate transition, regulatory change and demographic shifts. This helps us identify companies we believe are best positioned to adapt, strengthen and potentially deliver strong long‑term returns.

Investment philosophy

We believe resilient long term returns stem from disciplined, objective investing grounded in data and fundamentals. Our process blends systematic, data driven insights with active fundamental oversight to help us remain objective, stay balanced, uncover risks and validate conviction amid changing market narratives.

We avoid structural style biases and seek companies with strong characteristics across value, growth and quality. We apply a comprehensive evaluation framework designed to identify resilient businesses and avoid material risks. Diversification is central to our approach, ensuring balanced portfolios across sectors, regions and styles to enhance resilience and deliver consistent outcomes.

Investment process

Alpha Model: evaluating stocks from multiple angles

We assess opportunities through a multi‑dimensional lens, including financial strength, competitive position, leadership quality, ESG considerations, market sentiment and valuation.

This enables us to build diversified portfolios designed to perform across market conditions. We place equal emphasis on avoiding costly mistakes, recognising that an investment is only as strong as its weakest link.

ESG integration: proprietary framework with engagement-led insight

Portfolio construction: diversified and risk controlled

Idea verification through fundamental oversight

Portfolio

Product information

Fund literature

Application Forms

ID Forms

Team

6019, 6119, 6127, 6153

Find out more about Global Equity Fund

Connect with us:

Elizabeth White

Associate Director - Business Development, Australia

[email protected]

The Federated Hermes Global Equity Fund is only available to Wholesale Investors and those that have been advised by their Financial Adviser. If you are not a Wholesale Investor you should contact your Financial Adviser for further information.

The information on this website has been prepared by Federated Investors Australia Services Ltd ABN 90 161 230 637 AFSL 433 831 and issued by The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL 235 150 (Perpetual) as responsible entity and the issuer of units in the Federated Hermes Global Equity Fund. It is general information only and is not intended to provide you with financial advice, and has been prepared without taking into account your objectives, financial situation or needs. You should consider the product disclosure statement (PDS), prior to making any investment decisions. The PDS and target market determination (TMD) can be obtained by visiting our website www.federatedhermes.com/au. If you require financial advice that takes into account your personal objectives, financial situation or needs, you should consult your licensed or authorised financial adviser. This information is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. All investments contain risk and may lose value.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) gives any representation or warranty as to the reliability or accuracy of the information contained in this website.

BD016813

Combining systematic models with disciplined fundamental oversight

A fundamental investing approach, aiming to deliver financial outperformance across changing market environments.

EOS Stewardship

Quick links

Reasons to invest

Why Global Equity?

Investment philosophy

Investment process

Product information

Fund literature

Application Forms

ID Forms

Team

Geir Lode

Andrew Hurley

Louise Dudley, CFA

Lewis Grant

Find out more about Global Equity Fund

Elizabeth White

The value of investments, and income from them, may go down as well as up, and you may not get back the original amount invested.

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