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Intermediate Gov't/Credit A+ SMA

Inception Date
12.31.2010
Per Account Minimum
$250,000

Philosophy

  • Multi-faceted Process Adds Value
  • Conservative Approach to Fixed Income Management
  • Bond Market Inefficiencies Offer Opportunities for Selective Investors
  • Fundamental Research Drives Security Selection

Process

Top Down

  • Duration Management
  • Yield Curve Analysis
  • Sector Analysis

 

Bottom Up

  • Proprietary Analysis
  • Fundamental Research
  • Security Selection

Management

M. Dow Taylor, Jr.
M. Dow Taylor, Jr., CFA ®

Director

View Biography
Mary Helen Smith
Mary Helen Smith, CIPM ®

Director

View Biography
Sterling Capital Logo
Fixed Income
View Team

Performance

All Performance as of 09.30.2018

QTR YTD 1 Year 3 Years 5 Years Since Inception*
Intermediate Gov't/Credit A+ SMA (Gross) 0.30% -0.42% -0.57% 1.00% 1.75% 2.29%
Intermediate Gov't/Credit A+ SMA (Net) 0.11% -0.98% -1.31% 0.24% 0.99% 1.52%
Bloomberg Barclays Intermediate Gov't/Credit A+ 0.06% -0.75% -1.05% 0.53% 1.24% 1.82%

*Performance inception date is 12.31.2010. Index is Bloomberg Barclays Intermediate Gov't/Credit A+. 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: APX, Bloomberg Barclays.

Materials

Fact Sheet
Composite Presentation

Any information or opinions contained on this Website are those of Sterling Capital Management LLC, and not of BB&T 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 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.