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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.

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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

Global Leaders

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.

International Focused Factor

Large Cap Value Focused Factor

Small Cap Value Focused Factor

Fundamental

Sterling Capital’s Fundamental Equity Team concentrates its investment strategy 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.

Product Profiles

Mid Cap Value Equity

Relative Value

The Sterling Capital Relative Value Team manages Small Cap, Mid Cap, and Real Estate equity portfolios within a relative value framework. The team employs 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. The team aims to add value primarily through positive stock selection across economic sectors while maintaining high levels of “active share.” Low historical portfolio turnover is driven by the team’s long term perspective as holdings typically possess multi-year catalysts.

Product Profiles

Real Estate

Small Cap Value

Equities

Insights

01.15.2025 • Charles Wittmann, CFA®

The Lead - Quality Dynamics

- 4Q24 generated interesting dynamics in terms of what stocks worked and what didn’t based on quality.
- We discuss how low-quality stocks with B or worse ratings outperformed higher-quality stocks of B+ or better by +4.12% in the quarter and +10.50% in 2024.
- In addition, unprofitable stocks were top performers during the quarter in the Russell 1000® Value Index.
- Finally, we share how managers who were willing to own stocks with risk related to interest rates, the macroeconomy, or higher balance sheet leverage performed in the value space relative to their peers.

12.20.2024 • Andrew Richman, CTFA

Powell Pause Looming

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

12.17.2024 • Peter Brown, CFA®

Video - Sterling Capital's Fixed Income Philosophy

Sterling Capital specializes in fixed income investing, and today we’re looking at the team’s philosophy with Pete Brown, Managing Director and Head of Investment-Grade Credit. Watch and gain valuable insights as Pete reveals their fixed income philosophy, emphasis on risk-management and team-managed approach.

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12.12.2024 • Orton Chen, CFA®

Meet Orton Chen, Chief Investment Officer for Sterling Capital's Private Client Group

Sterling Capital is pleased to share a closer look at Orton Chen, Chief Investment Officer for our Private Client Group. In this spotlight, he shares his professional experience and advice, and the one rule he would make if he could. It’s great to have you on our team, Ort! Thank you for everything you do, and for sharing this with us.

12.10.2024 • Charles Wittmann, CFA®

The Lead - Top Valuations

- Over the past 12 months, our benchmark, the Russell 1000® Value Index, is up +29.5% as of November 30, 2024. If this year-over-year gain holds, it may be the best year for the Russell 1000 Value in over a decade.
- What is interesting to us is that the return thus far in 2024 has been concentrated in the largest holdings in the index.
- Where do we stand in terms of overall valuation for the index where these top companies reside?
- We provide an update and observations.

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11.22.2024 • Shane Burke

Meet Shane Burke, Sterling Capital Advisory Solutions Portfolio Manager

Sterling Capital is pleased to share a closer look at Shane Burke, our Advisory Solutions Portfolio Manager. In this spotlight, he shares his professional experience and advice, and his hidden talent. It’s great to have you on our team, Shane! Thank you for everything you do, and for sharing this with us.

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