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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Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.

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