Firm Overview

Sterling Capital Management LLC is a registered investment adviser founded in 1970. An investment firm, Sterling is an independently operated subsidiary of BB&T Corporation, one of the nation's largest financial services holding companies. Sterling is headquartered in Charlotte, NC with offices in Raleigh, NC; Atlanta, GA; Washington, D.C.; San Francisco, CA; Richmond, VA; and Virginia Beach, VA. As of 3/31/13, Sterling has over $43 billion in assets under management overseen by 101 investment and client service professionals.

Investment Objective

• The Fund seeks capital growth, current income or both, primarily through investment in stocks.
• In managing the Fund, the portfolio manager uses quantitative and qualitative processes to examine the intrinsic value of a particular issuer and selects those he believes are undervalued and have a favorable outlook.

Investment Considerations

Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value. Equity securities (stocks) are more volatile and carry more risk. The net asset value per share of this Fund will fluctuate as the value of the securities in the portfolio changes. The Fund may invest in foreign securities which involves certain risks such as currency volatility, political and social instability.

Fund Facts