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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Economic Updates
Municipal Bonds: Tax Free, with Exceptions
Founding Father Benjamin Franklin famously remarked: “In this world, nothing is certain except death and taxes.” While death remains an absolute force, taxes, though difficult to escape, can be reduced.
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 430 Morningstar Intermediate-Term Bond funds as of 09.30.2025.
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.
Family Office & Foundations
Personalized wealth management to manage complex portfolios, and preserve financial legacy for generations.
10.03.2025 • Michael McVicker
Municipal Bonds: Tax Free, with Exceptions
Understanding AMT & De Minimis Impacts
09.24.2025 • Tom O'Toole
The Sterling Capital VAULT: U.S. Housing
Tom O'Toole's update on U.S Housing since 2020.
09.09.2025 • Charles Wittmann, CFA®
- Due to the large weight new additions of mega-cap stocks Alphabet, Amazon, and Meta in the Russell 1000 Value benchmark, we thought it would be helpful to provide our analysis. - We believe our focus on valuation discipline was a foundational pillar of our process over that time period. - Rather than entering the benchmark at a discount in 2025, each of these stocks are more expensive than the benchmark upon entry. - We also discuss how this change also occurs at a time when growth stocks trade at close to historic premiums to value stocks.
08.28.2025
Press Release: Sterling Capital Parent Guardian Capital Group Limited to be taken private
Guardian Capital Group Limited announced today that it has entered into a definitive agreement with Desjardins Global Asset Management Inc., an affiliate of Desjardins Group, a diversified financial institution, to go private in a transaction that values Guardian’s equity at approximately $1.21 billion.
08.25.2025 • Andrew Richman, CTFA
Powell Puts September Rate Cuts Firmly In Play
Andy Richman's update on the upcoming September Federal Open Market Committee meeting.
08.05.2025 • Charles Wittmann, CFA®
- This summer, we found it difficult to find an area that has experienced a greater historic performance than high beta stocks. - We discuss how beta, or stocks with greater than average measured price swings, may be tied to the fundamental characteristics of these stocks. - We also show how investors have embraced and shed risk in dynamic fashion over the past year to place the performance of client investments in context.
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