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.
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.
07.02.2025 • Charles Wittmann, CFA®
- Why would several mega-cap stocks that have been classified as 100% growth in the past be classified, even partially, in value? - FTSE Russell uses an objective style and methodology that splits the Russell 1000® Index into growth and value based primarily on earnings growth, sales growth, and price-to-book measures (the last reconstitution was June 27, 2025). - We discuss the reasons for these changes and why they occurred. - We are aware of the changes, and our focus remains committed to the same process and mandate that has stood for decades.
06.20.2025 • Andrew Richman, CTFA
Andy Richman's update on the June Federal Open Market Committee meeting.
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