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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

12.11.2025 • Charles Wittmann, CFA®

The Lead - More Momentum?

- This year has been witnessed the biggest run for momentum stocks in the past seventy years.
- Within momentum stocks this year what has been working?  We discuss these dynamics.
- This unique environment has offered opportunities to find value in companies with high returns on equity, stable earnings growth and low debt levels.

12.09.2025
Gregory Zage, CFA®, Justin Nicholson

The Sterling Capital VAULT: Passive Investing is NOT Static Investing

Gregory Zage and Justin Nicholson discuss the risks of passive investing.

12.09.2025 • James Kerin, CFA®

The Sterling Capital VAULT: Return of the Term Premium

James Kerin's update on term premium in 2025.

11.14.2025

Viewpoint: Recent developments under the market’s hood (a break in the trend)

With that said, despite increasing signs of panic in the financial press as equity screens flash red, there are several things worth highlighting about this current bout of market volatility that do not yet suggest a mass exodus from stocks, including some that are welcome developments for those more active investors.

11.11.2025 • Charles Wittmann, CFA®

The Lead - The Flat Pause

- We discuss a few examples of investments that experienced a period of relatively flat absolute performance despite creating value over a longer period of time.
- We discuss what contributed to these periods and how these investments unlocked future price appreciation.
- There are similar examples in the current market where we are seeking to identify opportunities.

10.30.2025 • Andrew Richman, CTFA

Fed Cuts Rates Again, But Additional Cuts Are Not Guaranteed

Andy Richman's update following the October Federal Open Market Committee meeting.

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