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Document Thumbnail: Weekly Market Update

09.26.2022

Advisory Solutions Weekly Market Update

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Document Thumbnail: Bond Market Review

09.26.2022

Fixed Income Weekly Bond Market Review

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Document Thumbnail: Weekly Market Recap

09.26.2022

Equity Opportunities Weekly Market Recap

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Document Thumbnail: The Lead - Receiving Dividends

09.06.2022

The Lead - "Receiving Dividends"

  • Why is the shortest month of the year, February, the biggest month for dividend declarations? 
  • Perhaps it is because February is right before the spring, when it is the most popular time for annual meetings where company managements sit before their owners and provide an update on last year’s results.
  • We discuss how a high dividend yield does not necessarily connotate financial health.
  • We believe finding companies that can pay a dividend yield above 'the market' while growing it consistently and funding that increase through organic growth rather than putting their balance sheet at risk is an attractive combination in creating high conviction portfolios for clients.

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Document Thumbnail: The Lead - Know What You Own

08.09.2022

The Lead - "Know What You Own"

  • Over the past 20 years, we’ve said "defense wins championships” and thus far in 2022, it’s paid to play good defense. 
  • We discuss how dividend growers have lower volatility over time as measured by standard deviation. 
  • We note as of the end of last quarter, not only was the Sterling Capital Equity Income strategy growing dividends at a double-digit rate on a portfolio basis, but also on an individual basis. Over 70% of our strategy holdings had reduced their shares outstanding over the past year. 

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Document Thumbnail: The Lead - Optimal Yield

07.05.2022

The Lead - "Optimal Yield"

  • This month, Bank of America's (BofA’s) Global Research team provided long term data on the relative outperformance of Quintile 2 (20% increments) dividend yielding stocks within the Russell 1000. 
  • Not only were their annualized returns the best over time relative to other levels of dividend yielders, but they also exhibited the best downside capture characteristics. 
  • Over time, 'the market' appears to reward companies that pay above market and secure dividends, but not stretched dividend yields. 
  • Sterling Capital’s Equity Income portfolio yield is positioned firmly within BofA’s Quintile 2, providing another positive data point that, in our view, the strategy is well positioned to deliver attractive total returns for our clients over time.

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Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of Truist Financial Corporation or its executives. They are for general information only and are not meant to be predictions or an offer of individual or personalized investment advice. They are not intended as an offer or solicitation with respect to the purchase or sale of any security. This information and these opinions are subject to change without notice. Any type of investing involves risk and there are no guarantees that these methods will be successful. Sterling Capital Management LLC does not assume liability for any loss which may result from the reliance by any person upon such information or opinions.

Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.

STERLING CAPITAL FUNDS ARE:

Not a deposit - Not FDIC insured - Not guaranteed by the bank - Not insured by any government agency - May lose value

An investor should consider a fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the Sterling Capital Funds can be found in the Funds' prospectus. To obtain a prospectus, please call 1 (888) 228-1872 or view our fund information here. Please read the prospectus carefully before investing.

Sterling Capital Management LLC, a separate subsidiary of Truist Financial Corporation, serves as investment adviser to the Sterling Capital Funds and is paid a fee for its services as described in the prospectus. Shares of the Sterling Capital Funds are not deposits or obligations of, or guaranteed or endorsed by, Truist Bank or its affiliates. The Funds are not insured by the FDIC or any other government agency. The Funds are distributed by Sterling Capital Distributors LLC, which is not affiliated with Truist Bank or its affiliates.