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Federated Hermes Capital Income Fund Class B Shares (CAPBX)

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Federated Capital Income B historical data, for real-time data please try another search
7.94 -0.06    -0.75%
03/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 14.28M
Federated Capital Income B 7.94 -0.06 -0.75%

CAPBX Overview

 
On this page you'll find an in-depth profile of Federated Hermes Capital Income Fund Class B Shares. Learn about the key management, total assets, investment strategy and contact information of CAPBX among other information.
Category

Allocation--30% to 50% Equity

Total Assets

14.28M

Expenses

1.73%

Inception Date

34605

Contact Information

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

Top Executives

Name Title Since Until
Michael Jura Vice President, Portfolio Manager, & Investment Analyst 2021 Now
Biography Michael Jura, Vice President, Portfolio Manager, Investment Analyst. Responsible for portfolio management and research in the global equity area. Previous associations: Associate Portfolio Manager/Investment Analyst, Equity Income, Federated Hermes; Associate Portfolio Manager, Fixed Income Managed Accounts, Federated Hermes; Global Market Applications Manager, Operations Strategy Senior Project Manager, Foreign Exchange Project Manager, The Bank of New York Mellon Corporation. B.S., Carnegie Mellon University; M.B.A., Tepper School of Business, Carnegie Mellon University. Joined Federated Hermes 2012
Jerome D. Conner Portfolio Manager 2014 Now
Biography Jerome D. Conner, CFA, is a portfolio manager at Federated Investment Management Company focusing on asset allocation, interest rate strategy and security selection. He has been with Federated Investment Management Company since 2002; has worked in investment management since 1995; has managed investment portfolios since 2010. Education: B.S., U.S. Naval Academy; M.S., Boston University.
Ihab L. Salib Senior Portfolio Manager 2013 Now
Biography Responsible for product strategy, portfolio management, and research in the international fixed income area. Previous associations: Senior Trader, global fixed income and foreign exchange securities, Federated Hermes; Associate Director, Senior Analyst/Trader, UBS Brinson; Various positions at Bank of New York and Bankers Trust Company. B.A., State University of New York at Stony Brook. Joined Federated Hermes 1999.
Linda Bakhshian SVP, Senior Portfolio Manager, & Head of Multi-Asset Group 2009 Now
Biography Ms. Bakhshian joined Federated in 2007 and has worked in investment management since 2002. Previously, she served as an equity research analyst with the Principal Financial Group from September 2002 to October 2007. Ms. Bakhshian has earned the Chartered Accountant designation and received her B.B. from the University of New England (Australia).
Todd A. Abraham Senior Vice President 1999 Now
Biography Todd A. Abraham, CFA, Senior Portfolio Manager of Federated Investment Management Company (“FIMC”). Mr. Abraham is a Senior Portfolio Manager and Head of the Government/Mortgage-backed Fixed Income Group. He is responsible for overseeing the macro risk elements in the portfolio. He has been with FIMC or an affiliate since 1993; has worked in investment management since 1993; has managed investment portfolios since 1995. Education: B.S., Indiana University of Pennsylvania; M.B.A., Loyola College.
Mark E. Durbiano Senior Portfolio Manager 1997 Now
Biography Mark E. Durbiano, CFA, Senior Portfolio Manager, Head of the Domestic High Yield Group is responsible for portfolio management and research in the fixed income area, concentrating in the domestic high yield sector. Mr. Durbiano joined Federated in 1982 and has been Senior Portfolio Manager and Senior Vice President since 1996. He received a B.A. from Dickinson College and an M.B.A. from University of Pittsburgh. Mr. Durbiano has 38 years of investment experience.
John L. Nichol Chief Investment Officer 2000 2019
Biography A senior investment executive with 27+ years of success integrating fundamental analysis, quantitative research, technical, and derivative management strategies to meet portfolio management objective, risk, and performance goals. Prior to joining Fundamentum, John worked for Equity Bank Trust & Wealth Management, Federated Hermes, Inc., Public Employees Retirement System of Ohio, and the U.S. Department of Treasury – Office of Thrift Supervision. He has been in the investment industry since 1992, including 19 with Federated Hermes Inc. where he has been both a securities analyst, senior portfolio manager, and Growth & Income Group Head. He is a graduate of The Ohio State University with a Bachelor’s degree in Finance and Economics and received his MBA from The Ohio State University in 1992. John holds the Chartered Financial Analyst (CFA) designation.
Christopher J. Smith Senior Vice President 2011 2014
Biography Christopher J. Smith has been the Fund's Portfolio Manager since its inception in September 2005. Mr. Smith joined Federated in 1995 and has been a Senior Portfolio Manager since 2002 and Senior Vice President of the Fund's Adviser since 2011. Previous associations: Assistant Vice President of Provident Life & Accident Insurance Company, Portfolio Manager and Manager of Derivative Securities, Unum Provident Corporation; Investment Strategist and Financial Economist, Mellon Bank Corporation; Asset/Liability Financial Analyst, JP Morgan Chase & Co. B.S., B.A., Xavier University; M.A., University of Kentucky. Completed all coursework towards Ph.D. in Economics/Finance. Professional affiliation: Member, CFA Society of Pittsburgh.
Roberto Sanchez-Dahl 1 2006 2013
Biography Roberto D. Sanchez-Dahl, CFA Senior Portfolio Manager, Emerging Markets Debt, Manulife Investment Management Roberto provides portfolio management and investment analysis on emerging-market debt. Prior to joining the firm, he was a senior portfolio manager and senior investment analyst at Federated Investment Management and an associate in the credit department at GoldmanSachs; he began his career in 1993 with Moody’s Investors Service. Roberto holds the Chartered Financial Analyst designation. Education:B.S., Mechanical Electric Engineering, Universidad Nacional Autonoma de Mexico; A.C.F., Instituto Tecnologico Autonomo de Mexico; M.B.A., Columbia University, New York Joined the company:2013 Began career:1993
Joseph M. Balestrino Senior Vice President 2002 2013
Biography Joseph M. Balestrino, CFA, Senior Vice President, Fixed Income Market Strategist, Senior Portfolio Manager, Head of the Domestic High Grade Corporate Bond Group. As Fixed Income Market Strategist, works as part of the team responsible for formulating Federated’s opinions on the various fixed income markets and positioning strategies, as well as articulating the practical implications of those targets to clients and potential clients. As Senior Portfolio Manager, responsible for portfolio management and administration of the General High Grade Corporate and Multi-Sector Bond Groups. Previous associations: Product Development and Insurance Operations, Federated Investors; Financial Planner, IDS/American Express. B.A., M.U.R.P., University of Pittsburgh. Professional affiliation: Member, CFA Society of Pittsburgh. Joined Federated 1986; Investment Experience: 23 Years.
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