Sterling Capital Announces Relative Value Equity Personnel Updates
Today Sterling Capital announces the resignation of Shawn M. Gallagher, CFA®, Co-Portfolio Manager of the firm’s Mid Cap Relative Value and Real Estate strategies, effective immediately.
We wish Shawn well and are grateful for his service and many contributions to the firm and to the Relative Value team over the years. As a result of Shawn’s departure, we are pleased to announce the following personnel changes.
Mid Cap Relative Value & Real Estate Strategies
Effective today, Co-Portfolio Manager Andrew T. DiZio, CFA® will become sole Portfolio Manager of the Sterling Capital Mid Cap Relative Value and Real Estate strategies and their associated mutual funds. Andy has served as Co-PM of the Mid Cap Relative Value strategy since 2021 and previously served as Associate PM from 2012- 2021. Andy has served as a PM/co-PM on the Real Estate strategy since 2012, with Shawn as co-PM since 2021.
Small Cap Value Strategy
Gerald M. Van Horn, CFA® will continue to serve as Lead PM on the Sterling Capital Small Cap Value strategy and its associated mutual fund, with Andy DiZio continuing to serve as Associate PM on Small Cap Value.
Importantly, there will be no changes to the long-standing philosophy and process of the aforementioned investment strategies resulting from the personnel updates described herein.
Should you have any questions about these investment personnel updates, please do not hesitate to contact your primary Sterling Capital representative.
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