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Sterling Capital

Sterling Capital

Investments

Mutual Funds

Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.

ETFs

Through our Sterling Capital Active ETFs, we strive to help clients achieve their goals by providing actively-managed portfolios focused on long-term capital appreciation with an emphasis on risk management.

Private Client

Personalized wealth management to manage complex portfolios, and preserve financial legacy for generations.

Sterling Capital

Sterling Capital Management is driven to deliver what matters most to our clients.

1970

Established

$75B

USD in AUM + AUA
As of 12.31.2024

5

Distinctive
Investment Teams

182

Teammates

Sterling Capital

Recent Insights

03.21.2025 • Andrew Richman, CTFA

Fed Lowers Growth Outlook But Raises Inflation Expectations

Andy Richman's update on the March Federal Open Market Committee meeting.

03.17.2025

Press Release: Sterling Capital Launches Enhanced Core Bond ETF

Sterling Capital Management LLC (Sterling Capital) is pleased to announce the launch of the Sterling Capital Enhanced Core Bond ETF (BATS: SCEC). The Enhanced Core Bond ETF is the first fixed income exchanged-traded fund launched by Sterling Capital since the firm launched its active ETF platform in 2020. It is also the first product launched by Sterling Capital since its acquisition by Guardian Capital Group Limited last year.

03.07.2025 • Charles Wittmann, CFA®

The Lead - Raising the Bar

- For the past two years, investors have experienced a powerful price momentum-driven market.
- Price momentum supported by earnings revisions typically have a tight relationship coming out of a recession, but 2024 was different.
- We explore the recent inverse relationship between momentum and dividend payers over this month and the past year.

02.28.2025

Sterling Capital Equity Announcement

Today Sterling Capital Management LLC announced the firm has made the difficult decision to close the Mid Cap Fundamental Value investment strategy.

02.04.2025 • Charles Wittmann, CFA®

The Lead - Looking for More

- This month, our discussions with clients involved their search for fast dividend growers in the value space.
- We analyze the fastest dividend growers in the large cap value universe and ask if they are really growing their dividends or just reinstating them.
- We note how we look for both dividend growth and differentiated securities that combine attractive elements of growth, yield, and risk-adjusted returns.

01.27.2025 • Andrew Richman, CTFA

Meet Andrew Richman, Sterling Capital Managing Director and Senior Fixed Income Client Strategist

Sterling Capital is pleased to share this closer look at Andy Richman, Managing Director. In this spotlight, he shares his favorite Sterling tradition, the qualities he thinks are the most important in the investment industry, and the book that really had an impact on him. It’s great to have you on our team, Andy! Thank you for everything you do, and for sharing this with us.

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