Equities » Sterling Capital

Overview

Our primary goals are long-term, consistent investment performance and exceptional client service. We achieve these goals by maintaining a consistent process for managing risk and a complete focus on developing strong client relationships.

Sterling Capital's Equity teams manage a diverse family of products. Our investment philosophy is built on a foundation of value investing while avoiding risk to permanent capital impairment. This process helps us deliver attractive long-term risk adjusted performance.

Equity Opportunities

Sterling Capital’s Equity Opportunities Team’s investment process is built upon four intuitive and time-tested pillars that have proven to be additive to long-term performance. The pillars guiding investment decisions are above average growth, above average profitability, below average valuation and stronger than average financial strength. Above all, the team uses the four pillars to adhere to its key practice of buying quality business.

Product Profiles

Equity Income

Focus Equity

Special Opportunities

Focused Factor/Behavioral Finance

Within the suite of focused factor based equity products, Sterling Capital Management employs techniques that seek to capitalize upon Behavioral Finance based principles. Investors are prone to certain biases and heuristics (mental shortcuts) that when coupled with greed, fear and ego can often lead to anomalies within the financial markets. Our investment process, with the value and momentum factors that are implemented to the portfolio construction techniques that are employed, produces strategies specifically designed to capitalize upon investor behavior.

Large Cap Value Focused Factor

Small Cap Value Focused Factor

Insight Equity

Sterling Capital’s Insight Equity Group offers a variety of strategies to meet clients’ needs. The Mid Cap Value strategy concentrates on stocks of small to medium-sized companies that generate strong cash flows, trade at a significant discount to intrinsic value and are well-financed. This approach creates a focused portfolio of stocks that has produced attractive risk-adjusted returns over time. The Small Cap Value and Real Estate strategies are managed within a relative value framework, employing a combination of quantitative and fundamental research to identify stocks that are undervalued versus their peers, yet possess unique catalysts to drive potentially outsized share price appreciation. Value add is primarily through positive stock selection across economic sectors while maintaining high levels of “active share.”

Product Profiles

Real Estate

Small Cap Value

Equities

Insights

04.03.2025 • Charles Wittmann, CFA^®

The Lead - Resilient Quality

- Economic sectors associated with value stocks, such as industrials and financials, have seen their quality measurements improve.
- With slowing economic growth and persistent inflation leading to “stagflation” concerns, what type of equity investments tend to shine?
- We show how quality companies that pay dividends and repurchase their shares have differentiated themselves in similar periods.

03.28.2025 • James Kerin, CFA^®

Introduction to Collateralized Loan Obligations

Collateralized loan obligations (CLOs) are actively-managed securitized pools of leveraged loans, providing floating-rate exposure to corporate credit risk.

03.21.2025 • Andrew Richman, CTFA

Fed Lowers Growth Outlook But Raises Inflation Expectations

Andy Richman's update on the March Federal Open Market Committee meeting.

03.17.2025

Press Release: Sterling Capital Launches Enhanced Core Bond ETF

Sterling Capital Management LLC (Sterling Capital) is pleased to announce the launch of the Sterling Capital Enhanced Core Bond ETF (BATS: SCEC). The Enhanced Core Bond ETF is the first fixed income exchanged-traded fund launched by Sterling Capital since the firm launched its active ETF platform in 2020. It is also the first product launched by Sterling Capital since its acquisition by Guardian Capital Group Limited last year.

03.07.2025 • Charles Wittmann, CFA^®

The Lead - Raising the Bar

- For the past two years, investors have experienced a powerful price momentum-driven market.
- Price momentum supported by earnings revisions typically have a tight relationship coming out of a recession, but 2024 was different.
- We explore the recent inverse relationship between momentum and dividend payers over this month and the past year.

02.28.2025

Sterling Capital Equity Announcement

Today Sterling Capital Management LLC announced the firm has made the difficult decision to close the Mid Cap Fundamental Value investment strategy.

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