Portfolio Management

Stephen L. Morgan
Sterling Capital Management LLC

Steve joined Sterling Capital Management in 1999 and is portfolio manager of the Fund. He has investment experience since 1980 and is a graduate of American University where he received his BS in Finance and Accounting and a MBA from Virginia Tech.

The investment team supporting the Fund has more than 83 combined years of experience:

• J. Blake Guyler, CFA, Director
• Greg Towner, CMT, Director
• James M. Walden, CFA, Director