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Mid Cap Value SMA

Inception Date
04.01.1999
Per Account Minimum
$100,000

Philosophy

  • Purchase Companies at a Significant Discount to their Intrinsic Worth
  • Free Cash Flow is the Foundation of Intrinsic Value
  • Seek Businesses with Sustainable Competitive Advantages
  • Partner with Shareholder-Oriented Management Teams

Process

  • Fundamentally Driven Analysis of Each Company
  • Focus on Balance Sheet Strength
  • Multi-Faceted Valuation Analysis
  • Written Investment Thesis on Each Holding

Management

Timothy P. Beyer
Timothy P. Beyer, CFA ®

Managing Director

View Biography
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Fundamental Equity
View Team

Performance

All Performance as of 09.30.2018

QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception*
Mid Cap Value SMA (Gross) 0.74% 2.25% 7.89% 13.12% 10.06% 12.19% 12.25%
Mid Cap Value SMA (Net) 0.46% 1.44% 6.77% 11.87% 8.80% 10.81% 10.28%
Russell Midcap® Value 3.30% 3.13% 8.81% 13.09% 10.72% 11.29% 9.97%

*Performance inception date is 04.01.1999. Index is Russell Midcap® Value. 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: Russell Investments, FactSet, Sterling Capital Management Analytics.

Materials

Fact Sheet
Composite Presentation

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Investment advisory services are available through Sterling Capital Management LLC, a separate subsidiary of BB&T 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 BB&T Corporation, Branch Banking and Trust Company or any affiliate, are not guaranteed by Branch Banking and Trust Company 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.