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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

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.

Sterling Capital

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

1970

Established

$77B

USD in AUM + AUA
As of 09.30.2025

5

Distinctive
Investment Teams

183

Teammates

Sterling Capital

Recent Insights

10.30.2025 • Andrew Richman, CTFA

Fed Cuts Rates Again, But Additional Cuts Are Not Guaranteed

Andy Richman's update following the October Federal Open Market Committee meeting.

10.23.2025

Sterling Capital announces liquidation of the Focus Equity ETF. The last day of trading will be November 17, 2025

Upon the recommendation of Sterling Capital Management LLC, the Board of Trustees of the Northern Lights Fund Trust IV (the “Board”) has authorized an orderly liquidation of the Focus Equity ETF (NYSE Arca: LCG; the “Fund”).

10.23.2025 • 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.

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