Skip Navigation

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.

business people walking and talking

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

preview of document

05.22.2023 • Andrew Richman, CTFA

Sterling Capital Viewpoint: The Debt Ceiling

Our view on the current market environment in light of the upcoming debt ceiling deadline.

05.05.2023 • Charles Wittmann, CFA®

The Lead - "Perspective on Quality and Dividend Growth"

- In our study, we took a closer look at the characteristics that we believe were additive to performance for the trailing time periods ended December 31, 2022. - BofA Global Research provided data for the performance of ROE over these timeframes, and it performed well relative to the Russell 1000 Value. - We believe dividend growth was additive to our Equity Income strategy over the time periods studied, which is consistent with the data from Ned Davis Research. - As an investment team, we seek to accentuate the benefits of our investment process to deliver positive outcomes for clients.

preview of document

05.04.2023 • Andrew Richman, CTFA

Fed Raises 25 Basis Points But Sets the Table for a Possible Pause

In a move widely anticipated by the markets, the Federal Reserve (Fed) raised rates an additional 25 basis points to arrange of 5.00% to 5.25%. This is the highest in over 15 years and a 5.0% move in a little over 13 months.

preview of document

04.27.2023

Press Release: Equity Personnel Updates

Today Sterling Capital announces the resignation of Joshua L. Haggerty, CFA®, Co-Portfolio Manager of the firm’s Special Opportunities strategy, effective immediately. Effective tomorrow, James L. Curtis, CFA® will be promoted to serve as Co-Portfolio Manager of the Special Opportunities strategy.

04.12.2023 • Charles Wittmann, CFA®

The Lead - "Equity Income Fund Wins Lipper Awards"

- In March, the Sterling Capital Equity Income Fund received two Refinitiv Lipper fund awards for the “Best Fund Over 3 Years” and the "Best Fund Over 5 Years” in the Equity Income Funds category. - First, we see the awards as confirmation that the investment team is managing its investments consistent with its stated mission. - Second, we recognize the winners are the clients who have been invested in Sterling Capital Equity Income over the past three and five years. - We are happy and excited that the true winners are our valued clients.

preview of document

03.24.2023

Sterling Capital Equity Income Fund receives two 2022 Lipper Fund Awards

Sterling Capital Management is delighted to announce that our flagship Equity Income Fund received two Lipper Awards in the March 23, 2023 award ceremony in New York. Co-portfolio managers Chip Wittmann, CFA® and Jeremy Lopez, CFA®, were in attendance to accept this prestigious honor. The Equity Income Fund R6 Share Class (ticker: STREX) won in the three-year performance category, from a peer group of 390 equity income funds. The Equity Income Fund Institutional Share Class (ticker: BAEIX) won in the five-year category, from a peer group of 374 equity income funds.

Scroll Up