Sterling Capital
Sterling Capital
Fixed Income Philosophy Video
Sterling Capital specializes in fixed income investing, and today we’re looking at the team’s philosophy with Pete Brown, Managing Director and Head of Investment-Grade Credit. Watch and gain valuable insights as Pete reveals their:
- Fixed income philosophy
- Emphasis on risk-management
- Team-managed approach
Sterling Capital
Insights & Research
Your centralized source for timely insights, opinions, research and education.
Mutual Funds
Total Return Bond Fund (BIBTX)
4 Star Morningstar Rating
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 431 Morningstar Intermediate-Term Bond funds as of 01.31.2025.
Insights
Equity Opportunities Weekly Market Recap
Read this week's commentary of the Equity Market.
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
Exchange-Traded Funds offer you long-term appreciation including diverse-owned and U.S. large and mid-cap-focused strategies.
Private Client
Personalized wealth management to manage complex portfolios, and preserve financial legacy for generations.
02.04.2025 • Charles Wittmann, CFA®
- 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.
01.15.2025 • Charles Wittmann, CFA®
- 4Q24 generated interesting dynamics in terms of what stocks worked and what didn’t based on quality. - We discuss how low-quality stocks with B or worse ratings outperformed higher-quality stocks of B+ or better by +4.12% in the quarter and +10.50% in 2024. - In addition, unprofitable stocks were top performers during the quarter in the Russell 1000® Value Index. - Finally, we share how managers who were willing to own stocks with risk related to interest rates, the macroeconomy, or higher balance sheet leverage performed in the value space relative to their peers.
12.20.2024 • Andrew Richman, CTFA
Andy Richman's update on the December Federal Open Market Committee meeting.
12.17.2024 • Peter Brown, CFA®
Video - Sterling Capital's Fixed Income Philosophy
Sterling Capital specializes in fixed income investing, and today we’re looking at the team’s philosophy with Pete Brown, Managing Director and Head of Investment-Grade Credit. Watch and gain valuable insights as Pete reveals their fixed income philosophy, emphasis on risk-management and team-managed approach.
12.12.2024 • Orton Chen, CFA®
Meet Orton Chen, Chief Investment Officer for Sterling Capital's Private Client Group
Sterling Capital is pleased to share a closer look at Orton Chen, Chief Investment Officer for our Private Client Group. In this spotlight, he shares his professional experience and advice, and the one rule he would make if he could. It’s great to have you on our team, Ort! Thank you for everything you do, and for sharing this with us.
Explore
