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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

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

Mid Cap Value

Real Estate

Small Cap Value

Equities

Insights

02.04.2025 • Charles Wittmann, CFA®

The Lead - Looking for More

- This month, our discussions with clients involved their search for fast dividend growers in the value space.
- We analyze the fastest dividend growers in the large cap value universe and ask if they are really growing their dividends or just reinstating them.
- We note how we look for both dividend growth and differentiated securities that combine attractive elements of growth, yield, and risk-adjusted returns.

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01.27.2025 • Andrew Richman, CTFA

Meet Andrew Richman, Sterling Capital Managing Director and Senior Fixed Income Client Strategist

Sterling Capital is pleased to share this closer look at Andy Richman, Managing Director. In this spotlight, he shares his favorite Sterling tradition, the qualities he thinks are the most important in the investment industry, and the book that really had an impact on him. It’s great to have you on our team, Andy! Thank you for everything you do, and for sharing this with us.

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.

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