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Hermes Focus Funds

Introduction

The Hermes Focus Funds, take a specialist approach to active investment management. The Funds invest in companies that are fundamentally sound but whose shares are discounted by the market as a result of strategic, governance or financial structuring weaknesses and where shareholder involvement can be the catalyst for change and result in improved performance.

The approach is based on the fundamental belief, shared throughout Hermes, that companies with concerned and involved shareholders are more likely to achieve superior long-term returns than those without. The Focus Funds are complemented by the Hermes Equity Ownership Service, an engagement overlay service, which uses detailed shareholder engagement programmes and intelligent voting to improve the performance of companies.

Our approach is based on the fundamental belief, shared throughout Hermes, that companies with concerned and involved shareholders are more likely to achieve superior long-term returns than those without.

ECGI Independent Study: Returns to 'Shareholder Activism'
An independent study which uses the Hermes UK Focus Fund as a test subject to form an impartial view of shareholder activism. Read