06.30.2011
$100,000
Philosophy
Seek Long-Term Appreciation by Identifying Companies with:
- Profitable Operations
- Above Average Earnings Growth
- Attractive Valuation
- Strong Balance Sheets
- Skilled Management
- Above Average Return on Capital
Process
- Internal Screens and External Sources Used to Identify Investment Candidates
- Team-Based Approach to Fundamental Research
- Valuation Assessed Relative to Historical Range, Industry Peers, Growth Rate, and the Market
Management
Joshua L. Haggerty, CFA®
Executive Director
Equity Opportunities
Performance
All Performance as of 12.31.2020
| QTR | YTD | 1 Year | 3 Years | 5 Years | Since Inception* | |
|---|---|---|---|---|---|---|
| SMID Opportunities SMA (Gross) | 16.75 | 7.35 | 7.35 | 9.83 | 11.87 | 10.65 |
| SMID Opportunities SMA (Net) | 16.43 | 6.12 | 6.12 | 8.53 | 10.54 | 9.33 |
| Russell 2500™ | 27.41 | 19.99 | 19.99 | 11.33 | 13.64 | 11.72 |
*Performance inception date is 06.30.2011. Index is Russell 2500™. 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.
