Latest News

Weekly Market Update

January 16, 2018

  • U.S. economic reports scheduled to be released this week include Industrial Production, Consumer Sentiment and the NAHB Housing Market Index.
  • Non-U.S. economic reports for the week include Industrial Production in Japan, Consumer Price Index (CPI) in Germany and GDP in China.
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The Lead

January 5, 2018

  • One of the most common questions from our long term clients as we exited 2017 was that while the equity markets generated strong double digit returns for the year, how would we expect the portfolios to perform if the market became more challenging?
  • Companies with high returns on invested capital tend to have a competitive advantage in the marketplace and their stocks have proven to perform well in both up and down markets as seen in the chart.
  • By having this characteristic as one of our investment pillars, we can benefit from the unique characteristic of stocks with high return on capital – their propensity to work well in both up and down markets.
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Sterling’s Head of Quantitative Research, Kevin J. Stoll, CFA®, recently authored an article that was published in the Journal of Fixed Income.

June 27, 2017

Sterling’s Head of Quantitative Research, Kevin J. Stoll, CFA®, recently authored an article that was published in the Journal of Fixed Income. The article, titled “A Conditional Variance Model of Corporate Bond Excess Return Distributions,” presents a method for predicting the volatility of corporate bonds.

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Sterling’s own L. Joshua Wein featured in an interview with The Wall Street Transcript

June 8, 2017

Sterling’s own L. Joshua Wein, CAIA® was recently featured in an interview with The Wall Street Transcript, which publishes “in-depth interviews for investors.”

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Sterling Capital Stratton Real Estate Fund Ranks at Top of Morningstar Peers

April 25, 2017

Sterling Capital Stratton Real Estate mutual fund has ranked near the top of its peers in its respective Morningstar Real Estate Category based on risk-adjusted returns.

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Fundamental Equity Update

April 10, 2017

Sterling Capital Management is pleased to welcome Douglas M. Grant, CFA®, to the Fundamental Equity Team as a director and analyst covering the industrial and healthcare sectors.

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Lipper Rankings

January 19, 2017

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Retirement Announcement – Ed Brea

December 5, 2016

It is with warm wishes that Sterling Capital Management announces the retirement of Senior Managing Director Eduardo A. Brea, CFA® effective December 1, 2016. Ed has worked tirelessly to contribute to the success of Sterling Capital Management over the past 21 years and we are certain that his energy, passion and contributions to the Sterling […]

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Conventional Wisdom Trumped

November 9, 2016

The markets (and many others) were surprised by Donald Trump’s election as President of the United States and the Republicans’ retention of the Senate.

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Sterling Capital Funds Introduces the SMID Opportunities Fund

October 3, 2016

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