Overview
Inception
Date
03.31.2011
Account
Minimum
$500,000
Philosophy
- Multi-faceted Process Adds Value
- Conservative Approach to Fixed Income Management
- Bond Market Inefficiencies Offer Opportunities for Selective Investors
- Fundamental Research Drives Security Selection
Process
Top Down
- Duration Management
- Yield Curve Analysis
- Sector Analysis
Bottom Up
- Proprietary Analysis
- Fundamental Research
- Security Selection
Co-Portfolio Manager
Co-Portfolio Manager
Performance
| Term | QTR | YTD | 1 Year | 3 Years | 5 Years | 10 Years | Since Inception1 |
|---|---|---|---|---|---|---|---|
| Core SMA (Gross) | -2.79 | 2.05 | 2.05 | -1.81 | 0.32 | 1.93 | 2.46 |
| Core SMA (Net) | -3.16 | 0.54 | 0.54 | -3.26 | -1.16 | 0.43 | 0.95 |
Core SMA
Materials
SMA
Insights
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.
01.15.2025 • Charles Wittmann, CFA®
- 4Q24 generated interesting dynamics in terms of what stocks worked and what didn’t based on quality. - We discuss how low-quality stocks with B or worse ratings outperformed higher-quality stocks of B+ or better by +4.12% in the quarter and +10.50% in 2024. - In addition, unprofitable stocks were top performers during the quarter in the Russell 1000® Value Index. - Finally, we share how managers who were willing to own stocks with risk related to interest rates, the macroeconomy, or higher balance sheet leverage performed in the value space relative to their peers.
12.20.2024 • Andrew Richman, CTFA
Andy Richman's update on the December Federal Open Market Committee meeting.
12.17.2024 • Peter Brown, CFA®
Video - Sterling Capital's Fixed Income Philosophy
Sterling Capital specializes in fixed income investing, and today we’re looking at the team’s philosophy with Pete Brown, Managing Director and Head of Investment-Grade Credit. Watch and gain valuable insights as Pete reveals their fixed income philosophy, emphasis on risk-management and team-managed approach.
12.12.2024 • Orton Chen, CFA®
Meet Orton Chen, Chief Investment Officer for Sterling Capital's Private Client Group
Sterling Capital is pleased to share a closer look at Orton Chen, Chief Investment Officer for our Private Client Group. In this spotlight, he shares his professional experience and advice, and the one rule he would make if he could. It’s great to have you on our team, Ort! Thank you for everything you do, and for sharing this with us.
Contact
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