Our equity teams manage a diverse family of products. Our investment philosophy is built on a foundation of value investing while avoiding risk to permanent capital impairment. This process helps us deliver attractive long-term risk adjusted performance.
Small to Mid Cap Value
Sterling’s Small to Mid Cap Value group concentrates its investment strategy on stocks of small- to medium-sized companies that generate strong cash flows, trade at a significant discount to intrinsic value and are well-financed. This approach creates a focused portfolio of stocks that has produced attractive risk-adjusted returns over time.
Within the suite of focused factor based equity products, Sterling Capital Management employs techniques that seek to capitalize upon Behavioral Finance based principles. Investors are prone to certain biases and heuristics (mental shortcuts) that when coupled with greed, fear and ego can often lead to anomalies within the financial markets. Our investment process, with the value and momentum factors that are implemented to the portfolio construction techniques that are employed, produces strategies specifically designed to capitalize upon investor behavior.
Sterling’s Equity Opportunities group manages portfolios that focus on conservative, value-oriented equities, strong dividend growth and capital gains. This group manages both separately managed accounts (SMA) and mutual funds for the firm. The group manages five SMAs: Insight, Leaders, SMID Opportunities, Special Opportunities and Equity Income.
The Sterling Capital Stratton Relative Value Team manages Small Cap, Mid Cap, and Real Estate equity portfolios within a relative value framework. The team employs a combination of quantitative and fundamental research to identify stocks that are undervalued versus their peers, yet possess unique catalysts to drive potentially outsized share price appreciation. The team aims to add value primarily through positive stock selection across economic sectors while maintaining high levels of “active share.” Low historical portfolio turnover is driven by the team’s long term perspective as holdings typically possess multi-year catalysts.
|Small to Mid Cap Value||Behavioral Finance|
|Small Cap Value Equity
Small-Mid Cap Value Equity
Mid Cap Value Equity
|Small Cap Value Focused Factor
Large Cap Value Focused Factor
International Focused Factor
|Equity Opportunities||Stratton Equity|
|Mid Cap Value
Small Cap Value