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Small Cap Value

Inception Date
Per Account Minimum


  • We believe that undervalued stocks offer superior appreciation potential with reduced volatility
  • Focused on relative value: identifying stocks which are undervalued versus their peers
  • Aim to add value primarily through positive stock selection across economic sectors
  • Our long-term perspective values companies with multi-year catalysts and produces low portfolio turnover


  • Disciplined "Relative Value" Approach Combines the Benefits of both Quantitative and Fundamental Research
  • Quantitative Analysis: reduces the small cap universe to a select group of undervalued stocks with favorable earnings and price momentum characteristics
  • Qualitative Analysis: identify those undervalued stocks which possess a fundamental catalyst to drive earnings and valuation


Gerald M. Van Horn
Gerald M. Van Horn, CFA®

Portolio Manager

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Relative Value


All Performance as of 09.30.2022
Type QTR YTD 1 Year 3 Years 5 Years 10 Years Since Inception*
Small Cap Value (Gross) -3.86 -21.08 -12.94 5.21 4.14 9.59 10.05
Small Cap Value (Net) -3.99 -21.50 -13.56 4.43 3.34 8.70 9.07
Russell 2000® Value -4.61 -21.12 -17.69 4.72 2.87 7.94 7.60

*Performance inception date is 12.31.2001. Index is Russell 2000® 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. Source: Russell Investments, FactSet, Sterling Capital Management Analytics .


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.