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
06.23.2026
Gregory Zage, CFA®, James Kerin, CFA®
The Sterling Capital VAULT: The U.S. Consumer
The Fixed Income team's insight on how the economy is impacting high-income vs. low-income U.S. consumers.
06.11.2026 • Charles Wittmann, CFA®
The Lead - Identifying Opportunities
While AI has been an important theme in the market year to date, fundamental characteristics such as quality, earnings stability, valuation, and earnings surprises (or often called earnings momentum) are also important in our opinion due to the historic levels of their impact on stock market returns this year. We note how stocks that have quality characteristics that have tended to generate attractive long term relative performance characteristics have continued to become more attractive on a valuation basis. Assessing dynamics such as those discussed this month provides insight into interaction among investment team members as we seek to identify underlying trends for potential mispricings as we constantly assess our current holdings and potential opportunities.
05.19.2026 • Nathan Rhees
Employee Spotlight Q&A - Nathan Rhees
Sterling Capital is pleased to share this closer look at Nathan Rhees, Executive Director. Nate joined Sterling Capital Management (SCM) in 2025 and has industry experience since 2000. He is a Client Portfolio Manager focusing on SCM’s Fixed Income franchise. Prior to joining SCM, he was a principal and client portfolio manager at Alta Capital Management. He also served as a Vice President with Goldman Sachs in its investment management operation where he managed multiple departments including control and risk management, collateral-based lending, trade execution, and mutual fund operations. Nate graduated with a bachelor’s degree in finance and economics from Utah State University.
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.
