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Investments

Equities

Sterling Capital manages institutional assets for a diverse group of clients, including corporate, public, insurance, non-profits, and health care investment pools.

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

09.09.2025 • Charles Wittmann, CFA®

The Lead - Fully Valued?

- Due to the large weight new additions of mega-cap stocks Alphabet, Amazon, and Meta in the Russell 1000 Value benchmark, we thought it would be helpful to provide our analysis.
- We believe our focus on valuation discipline was a foundational pillar of our process over that time period.
- Rather than entering the benchmark at a discount in 2025, each of these stocks are more expensive than the benchmark upon entry.
- We also discuss how this change also occurs at a time when growth stocks trade at close to historic premiums to value stocks.

08.28.2025

Press Release: Sterling Capital Parent Guardian Capital Group Limited to be taken private

Guardian Capital Group Limited announced today that it has entered into a definitive agreement with Desjardins Global Asset Management Inc., an affiliate of Desjardins Group, a diversified financial institution, to go private in a transaction that values Guardian’s equity at approximately $1.21 billion.

08.25.2025 • Andrew Richman, CTFA

Powell Puts September Rate Cuts Firmly In Play

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

08.05.2025 • Charles Wittmann, CFA®

The Lead - Uncommon Risk

- This summer, we found it difficult to find an area that has experienced a greater historic performance than high beta stocks.
- We discuss how beta, or stocks with greater than average measured price swings, may be tied to the fundamental characteristics of these stocks.
- We also show how investors have embraced and shed risk in dynamic fashion over the past year to place the performance of client investments in context.

07.02.2025 • Charles Wittmann, CFA®

The Lead - Redefining Value

- Why would several mega-cap stocks that have been classified as 100% growth in the past be classified, even partially, in value?
- FTSE Russell uses an objective style and methodology that splits the Russell 1000® Index into growth and value based primarily on earnings growth, sales growth, and price-to-book measures (the last reconstitution was June 27, 2025).
- We discuss the reasons for these changes and why they occurred.
- We are aware of the changes, and our focus remains committed to the same process and mandate that has stood for decades.

06.20.2025 • Andrew Richman, CTFA

Fed Well-Positioned to Wait

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

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