Fundamental Equity Team
Sterling's Fundamental Equity Team is based in Charlotte, North Carolina, and is comprised of 7 seasoned professionals led by Timothy P. Beyer, CFA®.
Objective
Focused on investing in businesses that possess sustainable competitive advantages, high/improving returns on capital, and exhibit strong/accelerating free cash flow characteristics trading at significant discounts to our estimate of the intrinsic value of the business.
Our Focus
- Purchase companies at a significant discount to their intrinsic worth
- Free cash flow is the foundation of intrinsic value
- Seek businesses with sustainable competitive advantages and high returns on invested capital
- Partner with shareholder-oriented management with a track record of strong capital allocation
For more information call (888) 228-1872 | Option 1 for Internal Sales Desk
Fundamental Equity Separately Managed Accounts
- Mid Cap Value SMA