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Separately Managed Accounts

Short Term Government/Credit SMA

Overview

Inception
Date

04.01.2010

Account
Minimum

$250,000

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

Short Term Government/Credit 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

All Performance as of 12.31.2022

Term QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception1
Short Term Government/Credit SMA (Gross) 1.28 -4.71 -4.71 -0.09 1.28 1.36 1.73
Short Term Government/Credit SMA (Net) 0.90 -6.10 -6.10 -1.55 0.22 0.45 0.85

1Performance inception date is 04.01.2010.

1The Performance inception date is 04.01.2010. The benchmark is the Bloomberg 1-5 G/C Index. Performance is preliminary and is annualized for periods longer than one year. Net of fees performance returns are presented net of the SMA bundled fee, which includes all charges for trading costs, advisory services, portfolio management, custody and other administrative fees. Gross of fees performance returns reflect the deduction of 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’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. Performance for periods greater than one year is annualized. Please refer to the GIPS Composite Report in the Fact Sheet linked below for additional disclosures. Sources: APX; ICE BofA; Sterling Capital Management Analytics.

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.

Short Term Government/Credit 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

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