Portfolio Management

Mark M. Montgomery, CFA

Mark joined Sterling Capital Management in 1997 and has co-managed the Fund since 2011. He is head of Sterling's Fixed Income Portfolio Management. He has investment experience since 1990 and is a graduate of West Chester University where he received his BS in Marketing and a Minor in Public Administration and a MBA from Drexel University. He is a CFA Charterholder.

Richard T. LaCoff

Rick joined Sterling Capital Management in 2007 and has co-managed the Fund since 2011. He has investment experience since 1991 and is a graduate of Villanova University where he received his BS in Business Administration and a MS in Finance from Drexel University.

The investment team supporting the Fund includes 21 investment professionals with an average of more than 18 years experience.

Michael Z. Sun, CFA

Michael joined Sterling Capital Management in 2009. He has investment experience since 1998. Michael is a Fixed Income Structured Products Portfolio Manager. Prior to joining Sterling, he served as Vice President, Portfolio Manager/Senior Research Analyst for Evergreen Investments. Michael is a graduate of Bowling Green State University where he received his MA in Economics. He received his MS in Urban & Regional Study at Beijing University, and received his BS in Geography at Nanjing University. He is a CFA charterholder.