Seek Long-Term Appreciation by Identifying Companies with:
- Above Average Earnings Growth
- 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
|Term||QTR||YTD||1 Year||3 Years||5 Years||10 Years||Since Inception1|
|Special Opportunities SMA (Gross)||6.32||-19.28||-19.28||5.94||7.90||11.60||10.75|
|Special Opportunities SMA (Net)||5.58||-21.57||-21.57||3.56||5.94||9.81||9.03|
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.
Special Opportunities SMA
- 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
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...
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
The Federal Reserve (Fed), as expected, raised rates by another 50 basis points (bps) at their final meeting of 2022, December 14.
Speakers: Co-Portfolio Manager Joshua L. Haggerty, CFA®, and Client Portfolio Manager Whitney L. Stewart, CFA®