Equity Income SMA

SMA

Overview

Inception
Date

12.31.2000

Account
Minimum

$100,000

Philosophy

Seek Long-Term Appreciation by Identifying Companies with:

Consistent Dividend Growth and Above Average Yield
Attractive Valuation
Strong Balance Sheets
Skilled Management
Above Average Return on Capital

Process

Internal Screens and External Sources Used to Identify Investment Candidates
Team-Based Approach to Fundamental Research
Valuation Assessed Relative to Historical Range, Industry Peers, Growth Rate, and the Market

Equity Income SMA

Management

View professional designations disclosures

Charles Wittmann, CFA^®

Co-Portfolio Manager

Jeremy Lopez, CFA^®

Co-Portfolio Manager

Performance

All Performance as of 12.31.2022
Term	QTR	YTD	1 Year	3 Years	5 Years	10 Years	Since Inception¹
Equity Income SMA (Gross)	12.69	-2.54	-2.54	10.36	10.93	11.67	10.17
Equity Income SMA (Net)	11.93	-5.26	-5.26	7.86	8.86	9.81	8.44

¹Performance inception date is 12.31.2000.

Performance is preliminary and is annualized for periods longer than one year. Net of fees performance returns are presented net of the investment management fees and trading expenses. “Pure” Gross of fees performance returns do not reflect the deduction of any fees including trading costs; a client’s return will be reduced by the management fees and other expenses it may incur. Investment management fees are described in Sterling Capital’s Form ADV 2A. Performance reflects the reinvestment of interest income and dividends and realized capital gains. The performance presented represents past performance and is no guarantee of future results. Performance is compared to an index, however, the volatility of an index varies greatly and investments cannot be made directly in an index. Market conditions vary from year to year and can result in a decline in market value due to material market or economic conditions. The Performance and Portfolio Characteristics is considered Supplemental Information to the Composite Disclosure Presentation which is attached. Source: MSCI, S&P, FactSet, Sterling Capital Management Analytics.

Equity Income SMA