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Separately Managed Accounts

Equity Income SMA







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


  • 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


View professional designations disclosures

Photo of Charles  Wittmann

Charles Wittmann, CFA®

Co-Portfolio Manager

Photo of Jeremy  Lopez

Jeremy Lopez, CFA®

Co-Portfolio Manager


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





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3rd Quarter 2022 Market Review: Special Opportunities SMA

Speakers: Co-Portfolio Manager Joshua L. Haggerty, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®


3rd Quarter 2022 Market Review: Equity Income SMA

Speakers: Portfolio Manager Charles (Chip) J. Wittmann, CFA® , and Client Portfolio Manager Whitney L. Stewart, CFA®


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