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Advisory Solutions Weekly Market Update

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Fixed Income Weekly Bond Market Review

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Equity Opportunities Weekly Market Recap

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Document Thumbnail: The Lead - Dividend Growth Rate or Consistency?  Why Not Both?


The Lead - "Dividend Growth Rate or Consistency? Why Not Both?"

  • If a company demonstrated the ability to increase their dividend consistently over decades, is that more important than the rate of annual increase?
  • We assess the apparent trade-off between owning companies that raise their dividends at faster rates and those with a long track record of dividend increases.
  • We found the biggest detractor to performance for Dividend Aristocrats was a large overweight to consumer staples over the past ten years. 
  • Within Equity Income, we believe that owning strong dividend growers with proven track records while also providing proper diversification is an attractive combination to generate above-average returns with below-average risk for our clients over the long term.

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Document Thumbnail: The Lead - “Maximizing Dividend Growth”


The Lead - “Maximizing Dividend Growth”

  • While the benefits of dividend growth appear straightforward, one less-frequently asked question is whether the rate of dividend growth can be a determinant of performance.
  • Using Bloomberg data over the past ten years, we looked for differences in performance characteristics among stocks in the Russell 1000® Value Index with disparate dividend growth rates.
  • Over a ten-year timeframe, owning stocks growing at a 10-15% annual growth rate appear to provide an attractive combination of performance and risk-adjusted returns within dividend growers themselves.
  • We believe the results of this research reinforce the core tenets of our Equity Income strategy, which has employed a dividend growth investment philosophy for 20 years and as of last quarter, its holdings maintained an average annualized five-year dividend growth rate within this range.

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Document Thumbnail: Sterling Capital Announces Equity Portfolio Management Updates


Sterling Capital Announces Equity Portfolio Management Updates

Sterling Capital announces several equity portfolio management promotions planned for fall 2021.

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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. 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, a separate 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.


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.