Equity Opportunities

Sterling's Equity Opportunities team, formerly Choice Asset Management, is based in Virginia (offices in Richmond & Virginia Beach) and utilizes a bottom up fundamental process while remaining cognizant of macroeconomic trends. The goal of the Equity Opportunities team is to build concentrated portfolios marked by diversification and below-market risk characteristics.

In managing the portfolios, we place a strong emphasis on identifying companies with:

  • Strong Profitability
  • Attractive Valuation
  • Below Average Debt
  • Above Average Return on Equity
  • Skilled Management

Investment Process:

  • Employ both quantitative and qualitative analysis in identifying investment opportunities.
  • Focus on companies with quality business models, strong balance sheets, and good management.
  • Valuation analysis of each security is conducted relative to its: historical range, peers, growth rate and the market.
  • Fundamental analysis is focused on confirming:
    • Attractive growth rate in projected earnings per share.
    • Solid return on equity ensuring sustainable business model.
    • Balance sheet strength providing high degree of financial flexibility.
    • Strong management track record in capital allocation and creating shareholder value.
  • Long-term investment horizon allows portfolios to take advantage of transitory weakness which creates potential buying opportunities.

Portfolio Strategies:

  • Special Opportunities
  • Equity Income
  • Insight
  • Leaders
  • SMID Opportunities
Equity Opportunities Team Biographies