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Separately Managed Accounts

Special Opportunities SMA

Overview

Inception
Date

12.31.2000

Account
Minimum

$100,000

Philosophy

Seek Long-Term Appreciation by Identifying Companies with:

  • Above Average Earnings Growth
  • Attractive Valuation
  • Strong Balance Sheets
  • Skilled Management
  • Above Average Return on Capital

Process

  • 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

Special Opportunities SMA

Management

View professional designations disclosures

Photo of Joshua  Haggerty

Joshua Haggerty, CFA®

Co-Portfolio Manager

Photo of Daniel  Morrall

Daniel Morrall

Co-Portfolio Manager

Performance

All Performance as of 12.31.2022

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

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...

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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...

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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

Learn more about Sterling Capital solutions and services.

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