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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

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.

Sterling Capital

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

1970

Established

$77B

USD in AUM + AUA
As of 09.30.2024

5

Distinctive
Investment Teams

179

Teammates

Sterling Capital

Recent Insights

11.22.2024 • Shane Burke

Meet Shane Burke, Sterling Capital Advisory Solutions Portfolio Manager

Sterling Capital is pleased to share a closer look at Shane Burke, our Advisory Solutions Portfolio Manager. In this spotlight, he shares his professional experience and advice, and his hidden talent. It’s great to have you on our team, Shane! Thank you for everything you do, and for sharing this with us.

11.18.2024 • Andrew Richman, CTFA

Fed Begins to Ease... Rates Rise?

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

11.05.2024 • Charles Wittmann, CFA®

The Lead - Equity Yield Curve

- We have shared the qualities we seek in the companies we invest in and how we research their perceived competitive advantage, but what advantage can an investor have?
- As investment timeframes have become more short term, we have found the long end of the equity yield curve is less competitive and may “yield” more opportunities.
- The concept of the equity yield curve is helpful to visualize how patience can create value.

10.01.2024 • Charles Wittmann, CFA®

The Lead - Margin of Upside

- One of the most common mental shortcuts is regression to the mean, or the idea that outcomes far from average will revert to average over time.
- Where did the idea come from, is it true in every case, and can it create a greater understanding and yield profitable insights?
- Finally, if there are advantaged companies that challenge this assumption as the economy has evolved, what valuations will the market typically award them?

09.30.2024

Sterling Capital Equity Portfolio Management Updates

Sterling Capital announces the creation of the Insight Equity Group, combining the firm's Fundamental Equity and Relative Value teams, along with the April 2025 retirement of Patrick Rau, CFA®/.

09.18.2024 • Brandon Carl, CFA®

U.S. Equity Market Performance Following the First Fed Funds Rate Cut

After two and a half years of battling elevated inflation with aggressive monetary policy tightening measures, the Federal Reserve (Fed) finally reduced the federal funds target rate range (fed funds rate) by 50 basis points during its September 2024 meeting. With recent inflation indicators seemingly within the Fed’s comfort zone, coupled with an increasing emphasis on supporting the labor market, we believe it’s highly likely that additional rate cuts are forthcoming.

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