Overview
Inception
Date
01.01.2002
Account
Minimum
$100,000
Philosophy
- We believe that undervalued stocks offer superior appreciation potential with reduced volatility
- Focused on relative value: identifying stocks which are undervalued versus their peers
- Aim to add value primarily through positive stock selection across economic sectors
- Our long-term perspective values companies with multi-year catalysts and produces low portfolio turnover
Process
- Disciplined "Relative Value" Approach Combines the Benefits of both Quantitative and Fundamental Research
- Quantitative Analysis: reduces the small cap universe to a select group of undervalued stocks with favorable earnings and price momentum characteristics
- Qualitative Analysis: identify those undervalued stocks which possess a fundamental catalyst to drive earnings and valuation
Portfolio Manager
Associate Portfolio Manager
Performance
We don't have performance data yet.
Small Cap Value SMA
Materials
SMA
Insights
04.03.2025 • Charles Wittmann, CFA®
- Economic sectors associated with value stocks, such as industrials and financials, have seen their quality measurements improve. - With slowing economic growth and persistent inflation leading to “stagflation” concerns, what type of equity investments tend to shine? - We show how quality companies that pay dividends and repurchase their shares have differentiated themselves in similar periods.
03.21.2025 • Andrew Richman, CTFA
Fed Lowers Growth Outlook But Raises Inflation Expectations
Andy Richman's update on the March Federal Open Market Committee meeting.
03.07.2025 • Charles Wittmann, CFA®
- For the past two years, investors have experienced a powerful price momentum-driven market. - Price momentum supported by earnings revisions typically have a tight relationship coming out of a recession, but 2024 was different. - We explore the recent inverse relationship between momentum and dividend payers over this month and the past year.
02.28.2025
Sterling Capital Equity Announcement
Today Sterling Capital Management LLC announced the firm has made the difficult decision to close the Mid Cap Fundamental Value investment strategy.
02.04.2025 • Charles Wittmann, CFA®
- This month, our discussions with clients involved their search for fast dividend growers in the value space. - We analyze the fastest dividend growers in the large cap value universe and ask if they are really growing their dividends or just reinstating them. - We note how we look for both dividend growth and differentiated securities that combine attractive elements of growth, yield, and risk-adjusted returns.
01.27.2025 • Andrew Richman, CTFA
Meet Andrew Richman, Sterling Capital Managing Director and Senior Fixed Income Client Strategist
Sterling Capital is pleased to share this closer look at Andy Richman, Managing Director. In this spotlight, he shares his favorite Sterling tradition, the qualities he thinks are the most important in the investment industry, and the book that really had an impact on him. It’s great to have you on our team, Andy! Thank you for everything you do, and for sharing this with us.
Contact
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