Sterling Capital
ETFs
Sterling Capital Fixed Income ETFs
Managing risk is managing returns. Discover Sterling Capital's actively-managed fixed income ETFs.
SCEP
Hedged Equity Premium Income ETF
Seeks to generate premium income using AI capabilities.
The Fund is distributed by Sterling Capital Distributors LLC.
Mutual Funds
Small Cap Value Fund (STSCX)
Morningstar Rating™
Based on risk-adjusted returns. Based on risk-adjusted STSCX returns among 580 funds as of 03.31.2026.
Mutual Funds
Total Return Bond Fund (BIBTX)
4 Star Morningstar Rating
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 03.31.2026.
Morningstar Rating™
Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 07.31.2026.
Sterling Capital
Insights & Research
Your centralized source for timely insights, opinions, research and education.
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.
Fixed Income
We strive to deliver consistent, superior risk-adjusted performance through a multi-faceted approach to investing.
Family Office & Foundations
Personalized wealth management to manage complex portfolios, and preserve financial legacy for generations.
08.11.2026 • Charles Wittmann, CFA®
This month we discuss how market leadership rotated in July away from momentum-driven names toward value and income-oriented stocks. Performance breadth also improved as the market broadened beyond a narrow group of industries, creating a more supportive backdrop for diversified sources of return. We remain focused on whether this trend will continue through the remainder of 2026.
08.03.2026
James Kerin, CFA®, Michael McVicker
The Sterling Capital VAULT: Natural Gas Prepayment Bonds
Energy prepayment (prepay) bonds enable municipal utilities to lock into a discounted price on a long-term supply of energy, most commonly natural gas or electricity. Issued by special purpose authorities, bonds are structured with far-dated final maturities but shorter-dated mandatory tenders that are backed by the obligation of a bank or insurance company, known as the guarantor, to ensure that it occurs in order to return principal to bondholders. As a result, prepay bonds are ultimately a corporate credit exposure in the tax-exempt market. The final maturity matches the term of the energy supply contract and improves the bond’s market discount tax treatment, while the shorter-dated tender serves to optimize borrowing costs within the transaction.
07.14.2026 • Charles Wittmann, CFA®
The Lead - Case for Compounding
In the current market, traditional characteristics of classic long term investing, such as sustainable earnings growth and its byproduct of paying increasingly higher dividends over time, appear to have been pushed into the corner. This month, we show how these stocks that have tended to trade at a premium to the market currently trade at a discount. Moreover, stocks with these characteristics, while challenged from a performance basis recently, have shown an ability to outperform over long periods of time.
06.30.2026
Investment Policy Statement Template: 6 Common Mistakes to Avoid & Free Download
DebBook Blog: A strong Investment Policy Statement (IPS) does more than define permissible investments. It helps organizations connect cash flow planning, liquidity management, governance, and investment decision-making into a single framework. Yet in our view, many investment policies fail to achieve that goal.
06.23.2026
Gregory Zage, CFA®, James Kerin, CFA®
The Sterling Capital VAULT: The U.S. Consumer
The Fixed Income team's insight on how the economy is impacting high-income vs. low-income U.S. consumers.
05.19.2026 • Nathan Rhees
Employee Spotlight Q&A - Nathan Rhees
Sterling Capital is pleased to share this closer look at Nathan Rhees, Executive Director. Nate joined Sterling Capital Management (SCM) in 2025 and has industry experience since 2000. He is a Client Portfolio Manager focusing on SCM’s Fixed Income franchise. Prior to joining SCM, he was a principal and client portfolio manager at Alta Capital Management. He also served as a Vice President with Goldman Sachs in its investment management operation where he managed multiple departments including control and risk management, collateral-based lending, trade execution, and mutual fund operations. Nate graduated with a bachelor’s degree in finance and economics from Utah State University.
