Sterling Capital Funds(4)

Small Wonders

BB&T Small Cap Fund

US> Small-Cap > Growth

Dec 12, 2006

Investing for the BB&T Small Cap Fund is similar to going to the mall – people look for high quality products and prefer to pay less. With his focus on valuation, portfolio manager John Kvantas is willing to wait for companies with a quality business to go on sale. It is one of the Fund’s core beliefs that the strong and conservative balance sheet gives these undervalued companies the capability to ride out difficulties on the operational side.

Dividends Matter

BB&T Equity Income Fund

Global> Natural Resources-Materials > NA

Sep 05, 2006

Slow and steady wins the race. Most fund managers know that well but few of them really put the philosophy into practice. In a world of growth investing, dividends fell out of style for a long time, but the reality is that dividends, reinvested, have provided over 40% of equity market returns over time. George Shipp and his team at the helm of the BB&T Equity Income Fund look for rising income and dividends to generate 8% or better return for the investors.

Behave When Others Misbehave

Sterling Capital Behavioral Small Cap Value Equity Fund

US> Mid-Cap > Value

Mar 30, 2017

Seeking comfort in the company of others, investors are inherently prone to follow peers when it comes to buying and selling. Simply put, investors’ behavior is often at odds with their well-being. Robert Weller and Robert Bridges explain how the Sterling Capital Behavioral Small Cap Value Equity Fund managers follows a systematic approach to identifying market opportunities based on the principles of behavioral finance.

Credit Themes

Sterling Capital Corporate Fund

US> Large-Cap > Growth

Feb 01, 2016

One of the best ways for investors to benefit from corporate bonds is to have deep knowledge of business cycles across industries. Pete Brown, portfolio manager at Sterling Capital, and his team of analysts scour various industries in search of relative value in bonds with maturities of less than 10 years for Sterling Capital’s Corporate Fund.