Sterling Capital
BATS: SCEC
Managing Risk = A Driver for Competitive Returns in Bonds
We are proud to announce the launch of our Sterling Capital Enhanced Core Bond ETF. At Sterling Capital, we believe that managing risk is a key driver of generating attractive long-term returns in bonds.
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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 421 Morningstar Intermediate-Term Bond funds as of 04.30.2025.
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
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.
05.07.2025 • Charles Wittmann, CFA®
- We believe the inputs that create the ability for a company to pay dividends is of critical importance, especially if the economic environment becomes challenging. - Starting in the later part of 2024, aggregate Bloomberg estimated earnings for the S&P 500® Index began to moderate then decline. - While dividend payout ratios have improved, we would note that the rate of the market’s dividend growth has fallen almost 50%, to mid-single digits, since 2022. - We believe more tempered growth expectations and companies signaling greater caution by moderating their commitment to return cash to shareholders via dividends is our sign to remain vigilant on the fundamental sources that generate dividend growth.
04.03.2025 • Charles Wittmann, CFA®
- Economic sectors associated with value stocks, such as industrials and financials, have seen their quality measurements improve. - With slowing economic growth and persistent inflation leading to “stagflation” concerns, what type of equity investments tend to shine? - We show how quality companies that pay dividends and repurchase their shares have differentiated themselves in similar periods.
03.28.2025 • James Kerin, CFA®
Introduction to Collateralized Loan Obligations
Collateralized loan obligations (CLOs) are actively-managed securitized pools of leveraged loans, providing floating-rate exposure to corporate credit risk.
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®
- 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.
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