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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


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.

Product Profiles


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


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

Equities

Insights

02.03.2023

The Lead - Dividends Shined in 2022

- In May 2021, we began discussing the importance of dividend-paying stocks and those that raise their dividends as interest rates and infla...

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02.03.2023 • Andrew Richman, CTFA

Powell’s Disinflation Comments Surprise

While The Federal Reserve (Fed), as expected, once again reduced their pace of rate hikes from 50 to 25 basis points, the market’s real fo...

01.04.2023

The Lead - "Resilient Dividends"

Since we began publishing The Lead in 2015, our primary purpose has been to communicate our investment philosophy and process as an investme...

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12.15.2022 • Andrew Richman, CTFA

Fed Raises Rates - More Work to Do

The Federal Reserve (Fed), as expected, raised rates by another 50 basis points (bps) at their final meeting of 2022, December 14.

12.09.2022

3rd Quarter 2022 Market Review: Special Opportunities SMA

Speakers: Co-Portfolio Manager Joshua L. Haggerty, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®

11.07.2022

3rd Quarter 2022 Market Review: Equity Income SMA

Speakers: Portfolio Manager Charles (Chip) J. Wittmann, CFA® , and Client Portfolio Manager Whitney L. Stewart, CFA®

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