Overview
Inception
Date
04.01.1999
Account
Minimum
$100,000
Philosophy
- Seek to Purchase Companies at a Significant Discount to their Intrinsic Worth
- Free Cash Flow is the Foundation of Intrinsic Value
- Seek Businesses with Sustainable Competitive Advantages
- Partner with Shareholder-Oriented Management Teams
Process
- Fundamentally Driven Analysis of Each Company
- Focus on Balance Sheet Strength
- Multi-Faceted Valuation Analysis
- Written Investment Thesis on Each Holding
Co-Portfolio Manager
Co-Portfolio Manager
Associate Portfolio Manager
Performance
| Term | QTR | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception1 |
|---|---|---|---|---|---|---|---|
| Mid Cap Value SMA (Gross) | 11.58 | -11.74 | -11.74 | 5.54 | 4.83 | 10.31 | 10.94 |
| Mid Cap Value SMA (Net) | 10.82 | -14.23 | -14.23 | 3.32 | 3.09 | 8.75 | 8.99 |
1Performance inception date is 04.01.1999.
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.
Mid Cap Value SMA
Materials
SMA
Insights
02.03.2023
The Lead - Dividends Shined in 2022
- In May 2021, we began discussing the importance of dividend-paying stocks and those that raise their dividends as interest rates and infla...
02.03.2023 • Andrew Richman, CTFA
Powell’s Disinflation Comments Surprise
While The Federal Reserve (Fed), as expected, once again reduced their pace of rate hikes from 50 to 25 basis points, the market’s real fo...
01.04.2023
The Lead - "Resilient Dividends"
Since we began publishing The Lead in 2015, our primary purpose has been to communicate our investment philosophy and process as an investme...
12.15.2022 • Andrew Richman, CTFA
Fed Raises Rates - More Work to Do
The Federal Reserve (Fed), as expected, raised rates by another 50 basis points (bps) at their final meeting of 2022, December 14.
12.09.2022
3rd Quarter 2022 Market Review: Special Opportunities SMA
Speakers: Co-Portfolio Manager Joshua L. Haggerty, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®
11.07.2022
3rd Quarter 2022 Market Review: Equity Income SMA
Speakers: Portfolio Manager Charles (Chip) J. Wittmann, CFA® , and Client Portfolio Manager Whitney L. Stewart, CFA®
Contact
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