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
11.11.2025 • Charles Wittmann, CFA®
- We discuss a few examples of investments that experienced a period of relatively flat absolute performance despite creating value over a longer period of time. - We discuss what contributed to these periods and how these investments unlocked future price appreciation. - There are similar examples in the current market where we are seeking to identify opportunities.
10.30.2025 • Andrew Richman, CTFA
Fed Cuts Rates Again, But Additional Cuts Are Not Guaranteed
Andy Richman's update following the October Federal Open Market Committee meeting.
10.23.2025
Upon the recommendation of Sterling Capital Management LLC, the Board of Trustees of the Northern Lights Fund Trust IV (the “Board”) has authorized an orderly liquidation of the Focus Equity ETF (NYSE Arca: LCG; the “Fund”).
10.23.2025
Sterling Capital Equity Portfolio Management Updates
10.23.2025 • Charles Wittmann, CFA®
The Lead - Thawing in Housing?
- Our investment team has discussed what areas of the market appear to be overlooked and may have the ability to distinguish themselves. - An area that has slowed dramatically, been in an “Ice Age” of sorts, has been the U.S. housing industry, where the increase in mortgage rates and challenged affordability has greatly lowered activity. - Could lower rates improve affordability and new home sales? Lower rates may also encourage greater investment from current owners to invest in repairing and remodeling their homes. Housing may be an area of emerging thematic optionality for investors.
10.03.2025 • Michael McVicker
Municipal Bonds: Tax Free, with Exceptions
Understanding AMT & De Minimis Impacts
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