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Separately Managed Accounts

Small Cap Value







  • 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


  • 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

Small Cap Value


View professional designations disclosures

Photo of Gerald  Van Horn

Gerald Van Horn, CFA®

Portolio Manager

Photo of Andrew  DiZio

Andrew DiZio, CFA®

Associate Portfolio Manager

Photo of Shawn  Gallagher

Shawn Gallagher, CFA®

Associate Portfolio Manager


All Performance as of 12.31.2022

Term QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception1
Small Cap Value (Gross) 9.22 -13.80 -13.80 5.51 5.01 10.15 10.38
Small Cap Value (Net) 9.14 -14.32 -14.32 4.76 4.22 9.27 9.41

1Performance inception date is 12.31.2001.

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.

Small Cap Value





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