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Investments

Fixed Income

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 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.

Due to the asymmetric risk/return profile of bonds, we believe in the importance of quantifying risk prior to assessing the potential return of any investment. We analyze risk on both a stand-alone basis and within the portfolio context and firmly believe that when it comes to risk, “if you cannot measure it, you cannot manage it.”

Fixed Income

Insights

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.

12.10.2024 • Charles Wittmann, CFA®

The Lead - Top Valuations

- Over the past 12 months, our benchmark, the Russell 1000® Value Index, is up +29.5% as of November 30, 2024. If this year-over-year gain holds, it may be the best year for the Russell 1000 Value in over a decade.
- What is interesting to us is that the return thus far in 2024 has been concentrated in the largest holdings in the index.
- Where do we stand in terms of overall valuation for the index where these top companies reside?
- We provide an update and observations.

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11.22.2024 • Shane Burke

Meet Shane Burke, Sterling Capital Advisory Solutions Portfolio Manager

Sterling Capital is pleased to share a closer look at Shane Burke, our Advisory Solutions Portfolio Manager. In this spotlight, he shares his professional experience and advice, and his hidden talent. It’s great to have you on our team, Shane! Thank you for everything you do, and for sharing this with us.

11.18.2024 • Andrew Richman, CTFA

Fed Begins to Ease... Rates Rise?

Andy Richman's update on the November Federal Open Market Committee meeting.

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