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.
Equities
Insights
05.11.2026 • Charles Wittmann, CFA®
- One of the beauties of dividend growth investing is that companies with a history of not only sharing their earnings through dividend payments to their shareholders, but increasing those dividends provides valuable insight into their priorities and ability to pay amounts that can grow over time. - But despite higher corporate earnings, the percentage shared with their shareholders has been falling over the past several years. - If there is value in scarcity with dividend growth scarce, companies that not only pay dividends, but growth them faster than the market appear to have a valuable quality.
04.29.2026
The Sterling Capital VAULT: AI Datacenter Risk
The Fixed Income team's insight on AI and related datacenter buildout.
04.13.2026 • Charles Wittmann, CFA®
The Lead - Revisionist History
- This month Empirical Research provided additional data around the uniquely strong period for the performance of earnings revisions that couple with their observation that recent price momentum has been the strongest in seven decades. - The 2020’s have seen the strongest performance for earnings revisions since the 1980’s. - Our observation is that the uniquely strong performance of earnings revisions has been reflected in higher valuations for these securities with attractive valuations in more stable and consistent earnings growers.
03.11.2026 • Charles Wittmann, CFA®
The Lead - Signposts for Quality Improvement
- This month we look back in history for signs when quality stocks began to experience relative performance improvement trends. - We identify two themes and provide a perspective on the current environment. - Finally, we assess current valuations of higher quality stocks versus lower quality across a variety of metrics.
02.11.2026 • Charles Wittmann, CFA®
The Lead - Stability in a Dynamic Market
This month we examine another determinant of “quality” in stocks, stability. - We provide perspective of this characteristic to understand its performance in this dynamic market. - We find stocks with low volatility and high earnings stability were challenged last year and particularly in 4Q25, explaining performance of strategies focused on quality. - Finally, we describe why measurements of quality incorporated stability into their assessment as a key investment principle.
01.13.2026 • Charles Wittmann, CFA®
- Stocks with quality characteristics experienced a challenging 2025. - We put quality stock performance in perspective relative to other styles and historically. - We also discuss reasons why quality tends to perform differently from risk (beta).
