In our first Sustainability Report we outline how a combination of bottom-up stock picking and thematic research helps us identify companies built on strong foundations: purposeful, resilient, and innovative, and aligned to at least one of the UN Sustainable Development Goals.
How an understanding of change can make or break portfolio returns
SDG alignment, engagement and environmental highlights
Case study: EssilorLuxottica
Case study: Merck
Read the full report for a more comprehensive picture.
Head of European Equities and Lead Portfolio Manager, Federated Hermes Limited
James is Head of European Equities and lead portfolio manager of the European and Sustainable Europe strategies. He joined in 2009 as Co-Head of Investment for Hermes Sourcecap, now Federated Hermes European Equities.
James began his career at Fidelity as a pan-European research analyst, initially specialising in areas such as property, transportation, autos and media. In 1995 he became a pan-European portfolio manager and co-managed the UK Recovery Trust, which was ranked first in its peer group during that period. James was ultimately responsible for a $19bn portfolio of pan-European institutional funds, and he remained at Fidelity until 2006, when he co-founded Sourcecap with the aim of building a best-in-class investment boutique focused on excellence in European equity management. James graduated from the London School of Economics with a BSc in Theoretical Economics.
ACA, Portfolio Manager, European Equities, Federated Hermes Limited
Chi joined as an analyst in 2009 and has been a portfolio manager for the European Equities strategies since 2013. Prior to this, he worked at Execution Limited as a senior telecoms analyst, establishing a reputation for interesting and commercial analysis, before moving internally to the newly-formed asset management division (Sourcecap International). Previously he was at Credit Suisse First Boston, initially supporting the inception of the global value-based research group (the predecessor to HOLT) before being recruited internally to join the highly-rated pan-European telecom team. Chi started his career at the financial services practice of Ernst & Young, where he qualified as a Chartered Accountant after graduating from University of Manchester Institute of Science and Technology (UMIST) with a BSc in Clothing Engineering and Management.
Climate Change High Yield Credit strategy, interim report 2021
In this inaugural report, we delve into what makes the Federated Hermes Climate Change High Yield Credit strategy unique. As well as introducing our process and team, the report provides an overview of our proprietary Climate Change Impact (CCI) score, complete with portfolio examples to illustrate the scoring system in practice.
The soil carbon sponge: A sequestration trump card
In a briefing to investors, Walter Jehne, co-founder of NGO Regenerate Earth, argued that a focus on cutting emissions misses the point when it comes to understanding what a healthy biosphere could do to sequester carbon.
The invasion has accelerated the sustainable energy transition, pushing up demand for ‘green’ metals and components required to facilitate electrification, says Olivia Lankester, director of responsible investing & sustainability, global emerging markets, in the latest ESG Materiality newsletter.