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 Fixed Income team strives to deliver consistent, superior risk-adjusted performance over time through a multi-faceted approach to investing. Based on our team's forecast for the broader economy and specific market sectors, we utilize a variety of strategic and tactical levers that allow us to construct portfolios for any type of market environment.
Fixed Income
Insights
09.09.2025 • Charles Wittmann, CFA®
- Due to the large weight new additions of mega-cap stocks Alphabet, Amazon, and Meta in the Russell 1000 Value benchmark, we thought it would be helpful to provide our analysis. - We believe our focus on valuation discipline was a foundational pillar of our process over that time period. - Rather than entering the benchmark at a discount in 2025, each of these stocks are more expensive than the benchmark upon entry. - We also discuss how this change also occurs at a time when growth stocks trade at close to historic premiums to value stocks.
08.28.2025
Press Release: Sterling Capital Parent Guardian Capital Group Limited to be taken private
Guardian Capital Group Limited announced today that it has entered into a definitive agreement with Desjardins Global Asset Management Inc., an affiliate of Desjardins Group, a diversified financial institution, to go private in a transaction that values Guardian’s equity at approximately $1.21 billion.
08.25.2025 • Andrew Richman, CTFA
Powell Puts September Rate Cuts Firmly In Play
Andy Richman's update on the upcoming September Federal Open Market Committee meeting.
08.05.2025 • Charles Wittmann, CFA®
- This summer, we found it difficult to find an area that has experienced a greater historic performance than high beta stocks. - We discuss how beta, or stocks with greater than average measured price swings, may be tied to the fundamental characteristics of these stocks. - We also show how investors have embraced and shed risk in dynamic fashion over the past year to place the performance of client investments in context.
07.02.2025 • Charles Wittmann, CFA®
- Why would several mega-cap stocks that have been classified as 100% growth in the past be classified, even partially, in value? - FTSE Russell uses an objective style and methodology that splits the Russell 1000® Index into growth and value based primarily on earnings growth, sales growth, and price-to-book measures (the last reconstitution was June 27, 2025). - We discuss the reasons for these changes and why they occurred. - We are aware of the changes, and our focus remains committed to the same process and mandate that has stood for decades.
06.20.2025 • Andrew Richman, CTFA
Andy Richman's update on the June Federal Open Market Committee meeting.
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