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
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.
Equities
Diverse products built on a philosophy of value investing. We work to deliver long-term risk-adjusted performance.
Fixed Income
We strive to deliver consistent, superior risk-adjusted performance through a multi-faceted approach to investing.
Advisory Solutions
Sterling Capital's Advisory Solutions Team provides customized multi-asset class models for financial professionals and institutional clients.
10.07.2025 • Charles Wittmann, CFA®
The Lead - Thawing in Housing?
- Our investment team has discussed what areas of the market appear to be overlooked and may have the ability to distinguish themselves. - An area that has slowed dramatically, been in an “Ice Age” of sorts, has been the U.S. housing industry, where the increase in mortgage rates and challenged affordability has greatly lowered activity. - Could lower rates improve affordability and new home sales? Lower rates may also encourage greater investment from current owners to invest in repairing and remodeling their homes. Housing may be an area of emerging thematic optionality for investors.
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.
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