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Enhanced Equity SMA

Inception Date
Per Account Minimum


Seek Capital Appreciation and Enhanced Cash Flows By:

  • Opportunistically Writing Covered Calls
  • Identifying Companies with Attractive Valuations and Strong Balance Sheets
  • Focusing on the Appreciation of the Stock Rather Than the Richness of the Option
  • Selecting Companies with Above Average Growth and Return Characteristics


  • Investment Candidates are Stocks Held in Other Equity Opportunities Portfolios
  • Team-Based Approach to Fundamental Research and Evaluation of Option Alternatives
  • Valuation Assessed Relative to Historical Range, Industry Peers, Growth Rate, and the Market


George F. Shipp
George F. Shipp, CFA®

Managing Director

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Equity Opportunities


All Performance as of 03.31.2021

QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception*
Enhanced Equity SMA (Gross) 9.67 9.67 44.26 7.76 8.90 8.54 8.09
Enhanced Equity SMA (Net) 9.22 9.22 41.88 6.12 7.23 6.65 6.03
CBOE Buy/Write (BXM) 5.73 5.73 32.20 4.79 6.67 6.58 5.43

*Performance inception date is 12.31.2003. Index is CBOE Buy/Write (BXM). 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’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: S&P, FactSet, Sterling Capital Management Analytics.


Fact Sheet
Composite Presentation

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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.