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Separately Managed Accounts

Enhanced Cash SMA

Overview

Inception
Date

04.01.2018

Account
Minimum

$1,000,000

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

Enhanced Cash SMA

Management

View professional designations disclosures

Photo of Andrew  Richman

Andrew Richman, CTFA

Co-Portfolio Manager

Photo of Dow  Taylor, Jr.

Dow Taylor, Jr., CFA®

Co-Portfolio Manager

Performance

We don't have performance data yet.

Enhanced Cash SMA

Materials

SMA

Insights

02.06.2024 • Charles Wittmann, CFA®

The Lead - "Actively Aware"

- By utilizing our investment process and our investment team, we believe we can build portfolios different from the benchmark and provide an opportunity to generate returns above the benchmark over time. - Ironically, many passive indexes make active bets themselves. In 2023, the S&P 500 Dividend Aristocrats suffered its worst performance relative to the S&P 500® Index since 1999. - We’ve believed for over 20 years that portfolio managers with material amounts of their net worth invested alongside clients incentivizes portfolio diversification and active adjustments, rather than a static index where there is no vested interest. Our mission is to generate above-average returns with below-average risk over time.

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02.02.2024

Sterling Capital Management LLC to be acquired by Guardian Capital Group Limited

We are delighted to announce that Guardian Capital Group Limited has reached an agreement under which Guardian’s wholly-owned subsidiary Guardian Capital LLC will acquire Sterling Capital from Truist. Post-closing, Sterling Capital will become an independently-operated subsidiary of Guardian.

01.22.2024 • Whitney Stewart, CFA®

Are the S&P 493 and Small Caps Well-Positioned for Attractive Performance?

During the calendar year of 2023, the “Magnificent Seven” (M7) of Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla rallied 111% on average, outperforming the S&P 500® Equal Weight Index (+14% total return for 2024) by 97%, leading to an all-time high concentration for the seven largest stocks in the S&P 500® Index. Based on the factors below, some investors believe the rest of the S&P 493 and small-cap stocks are positioned for attractive returns in 2024 and beyond.

01.04.2024 • Charles Wittmann, CFA®

The Lead - "Seeking Dividend Advantage"

- We believe we can position clients in an advantageous spot by owning stocks whose companies have a track record of paying cash dividends on a regular basis and growing that corporate dividend throughout the year. - Perhaps this higher certainty of receiving dividends that contribute to an investor’s total return is why dividend growth stocks have performed well in the later stages of a Federal Reserve interest rate tightening cycle. - Looking back over time, the return of the S&P 500® Index without dividends is roughly 60% of the return with dividends.

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12.14.2023 • Andrew Richman, CTFA

Fed Preps for Pivot

A bond market that had just come off its strongest month in nearly 40 years in November continued to rally as the Federal Reserve’s (Fed’s) final meeting of 2023 supported the notion that the next move by the Fed will likely be rate cuts.

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12.01.2023

Sterling Capital Announces Liquidation of the Diverse Multi-Manager Active ETF

Sterling Capital Announces Liquidation of the Diverse Multi-Manager Active ETF

Contact

Learn more about Sterling Capital solutions and services.

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