Fundamental Equity Separately Managed Accounts

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Fundamental Equity Team

Sterling's Fundamental Equity Team is based in Charlotte, North Carolina, and is led by Robert W. Bridges, 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

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