Sterling Capital Management LLC

Behavioral Finance 360°Behavioral View May 2015 Our Periodic Review Exploring Multiple Topics Related to Behavioral Finance • Market Driven • Economic • Psychological • Probabilistic • Investable • Market Inflections…Sometimes the Tides Shift; Sometimes it is Just a Head Fake The recent volatility in the price of oil has...

Sterling Capital Management LLC

Behavioral Finance 360°Behavioral View September 2015 Our Periodic Review Exploring Multiple Topics Related to Behavioral Finance • Market Driven • Economic • Psychological • Probabilistic • Investable • Perception is Everything! Frame Dependence and its Impact on Human Decision Making “The whole of science is nothing more...

Sterling Capital Management LLC

Quarterly Update | Behavioral Funds | 4th Quarter 2016 Philosophy Within the firm’s suite of factor-driven equity products, Sterling Capital Management employs techniques that seek to capitalize upon Behavioral Finance-based principles. Investors are prone to certain biases and heuristics (mental shortcuts) that when coupled with greed, fear and ego can often lead to anomalies within...

Sterling Capital Management LLC

Advisory Solutions Monthly Update March 2017 ASSET ALLOCATION UPDATE • We recommend a mild underweight to Global Equities and overweight to Fixed Income across models. • Within the equity allocation, we continue to recommend an overweight to non-U.S. developed equity, concentrated in the growth segment. • Within the fixed income allocation, we recommend an...

Sterling Capital Management LLC

Strategy & Outlook Economic and Market Recap January 31, 2017 U.S Equity Markets Index S&P 500 Russell 3000 Russell Mid Cap Russell 2000 January 1.90% 1.88% 2.41% 0.39% Index EAFE Developed Markets MSCI Emerging Markets Euro-Zone Japan China Brazil January 2.90% 5.47% -1.07% -1.07% 1.49% 6.66% Security 2 Year UST 10 Year UST "BBB" Corporate Yield Spread in...

Sterling Capital Management LLC

Advisory Solutions Monthly Update February 2017 ASSET ALLOCATION UPDATE • We recommend a mild underweight to Global Equities and overweight to Fixed Income across models. • Within the equity allocation, we continue to recommend an overweight to non-U.S. developed equity, concentrated in the growth segment. • Within the fixed income allocation, we recommend an...

Sterling Capital Management LLC

   Investment Review and Outlook December 31, 2016 Review and Outlook “The pendulum of the mind alternates between sense and nonsense, not between right and wrong.” - Carl Jung, Swiss Psychiatrist (1875-1961). History will remember 2016 as the year the pendulum of political, social, and economic forces abruptly reversed and began to swing toward a new world...

Sterling Capital Management LLC

Investment Review and Outlook September 30, 2016 Review and Outlook “Having a door to open means that opportunity awaits” – Alexander Graham Bell (1847-1922), Inventor, Engineer, and Innovator. In late June investors did not believe opportunities were waiting for them in the third quarter. The Brexit vote that shook the economic foundation of the European Union had...

Sterling Capital Management LLC

Real Estate Sector Classification REITs Break Out from Financials Starting August 31 August 22, 2016 What’s Happening? For the first time since the Global Industry Classification Standard (GICS) was created in 1999, a new sector will be added, elevating real estate to a separate category from its current inclusion in the financials sector. The new real estate sector will include...

Sterling Capital Management LLC

Investment Review and Outlook June 30, 2016 Review and Outlook “Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen” ― Winston Churchill, British Prime Minister, 1940-1945 and 1951-1955. The British are now living both sides of their beloved Prime Minister’s definition of courage. In a shocking passage of the...

Sterling Capital Management LLC

The “Brexit” Vote Britain Votes To Leave the European Union June 24, 2016 Yesterday, British citizens voted in favor of exiting the European Union (EU). The referendum passed by a surprisingly wide margin of 51.9% to 48.1% with turnout exceeding 70% of eligible voters. The U.K. is the second largest economy in the E.U., behind Germany, and has been a member of this economic...

Sterling Capital Management LLC

Investment Review and Outlook March 31, 2016 Review and Outlook “There was a wide range of emotions felt by all - from elation and joy, to pain and fear. “ ― Roald Amundsen (1872-1928), Norwegian explorer, and first man to reach the South Pole in 1911. Amundsen’s description of his team’s reaction to reaching the South Pole is an appropriate way to...