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149an><i class="fa-light fa-external-link fa-fw"></i></span> 150 i<sup>3</sup> Investments<sup>TM</sup> </a> 151 152 153 </div> 154 </li> 155 156 157 <li class="nav-item " role="none"> 158 <a role="menuitem" class="top-nav-track nav-link" target="" href="/insights/">Insights</a> 159 </li> 160 161 162 <li class=" nav-item dropdown " role="none"> 163 <a role="menuitem" class="top-nav-track nav-link dropdown-toggle" href="#" id="nav_first_level_1" role="button" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" aria-controls="mainnav-dropdown-1">About</a> 164 <div role="menu" id="mainnav-dropdown-1" class="dropdown-menu" aria-labelledby="nav_first_level_1"> 165 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/about-sterling-capital/"> 166 About Sterling Capital </a> 167 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/leadership/"> 168 Sterling Capital Leadership </a> 169 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/guardian-capital-senior-leadership/"> 170 Guardian Capital Senior Leadership </a> 171 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/investment-professionals/"> 172 Investment Professionals </a> 173 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/client-strategy-service/"> 174 Client Strategy & Service </a> 175 <a role="menuitem" class="top-nav-track dropdown-item " target="" href="/about/careers/"> 176 Careers </a> 177 178 179 </div> 180 </li> 181 182 183 <li class="nav-item " role="none"> 184 <a role="menuitem" class="top-nav-track nav-link" target="" href="/contact/">Contact</a> 185 </li> 186 187 <li class="nav-item search-li d-xl-block d-none"> 188 <a role="menuitem" class="top-nav-track nav-link" href="#" id="search-btn" role="button" data-toggle="collapse" data-target="#searchbar" title="Search"><i class="fa-light fa-search fa-fw"></i><span class="sr-only">Search</span></a> 189 </li> 190 </ul> 191 <div id="searchbar" class="collapse" aria-labelledby="searchbar"> 192 <form method="get" action="/search"> 193 <div class="input-group"> 194 <label class="sr-only">Search</label> 195 <input name="search_term" class="form-control" name="search_term" type="search" placeholder="Search..." aria-label="Search" id="search-input" autofocus> 196 <div class="input-group-append"> 197 <button class="btn btn-faded-gray" id="search-submit" role="submit" title="Submit"><i class="fa-light fa-arrow-right fa-fw"></i></button> 198 <button onclick="return false;" id="search-close" class="btn btn-faded-gray border-white-left" role="button" data-toggle="collapse" data-target="#searchbar" title="Close"><i class="fa-light fa-times fa-fw"></i></button> 199 </div> 200 </div> 201 </form>
202 </div> 203 <ul class="navbar-nav" id="right-nav-links"> 204 <li class="nav-item dropdown"> 205 <a class="top-nav-track nav-link dropdown-toggle" href="#" id="investor-type-dropdown" role="button" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false">Investor Type</a> 206 <div class="dropdown-menu" aria-labelledby="investor-type-dropdown"> 207 <a class="top-nav-track dropdown-item active" href="/financial-professional-home/" aria-selected="true"> 208 <i class="fa-light fa-light fa-calculator fa-fw mr-1"></i><span><i class="fa-light fa-check fa-fw"></i></span>Financial Professional </a> 209 <a class="top-nav-track dropdown-item " href="/institutional-investor-home/" > 210 <i class="fa-light fa-light fa-landmark fa-fw mr-1"></i>Institutional Investor </a> 211 <a class="top-nav-track dropdown-item " href="/individual-investor-home/" > 212 <i class="fa-light fa-light fa-circle-user fa-fw mr-1"></i>Individual Investor </a> 213 </div> 214 </li> 215 </ul> 216 </div> 217 </div> 218 </nav> 219</header> 220 221<main id="main-content"> 222 223 224 <h1 class="sr-only">Sterling Capital</h1> 225 226 227 <div id="hero-container"> 228 <div id="hero" class="carousel slide carousel-fade" data-ride="carousel" data-interval="7000" data-pause="false"> 229 <div class="carousel-inner"> 230 <div class="carousel-item hero-item active"> 231 <div class="hero-overlay"></div> 232 <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-160267334.jpg&w=1280&h=720') "></div> 233 <div class="hero-text"> 234 <div class="container"> 235 <div class="row align-items-center"> 236 <div class="col-12"> 237 <p class="eyebrow">ETFs</p> 238 <h2>Sterling Capital Fixed Income ETFs</h2> 239 <div class="desc"> 240 <p>Managing risk is managing returns. Discover Sterling Capital's actively-managed fixed income ETFs.</p> </div> 241 242 <div class="row row-15px"> 243 <div class="col-auto"> 244 <a aria-label="Learn about our ETFs: Sterling Capital Fixed Income ETFs" href="https://sterlingcapital.com/investments/exchange-traded-funds/" target="" class="btn btn-faded-gray btn-reg"> 245 Learn about our ETFs </a> 246 </div> 247 </div> 248 </div> 249 </div> 250 </div> 251 </div> 252 </div> 253 <div class="carousel-item hero-item "> 254 <div class="hero-overlay"></div> 255 <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-208734029.jpg&w=1280&h=720') "></div> 256 <div class="hero-text"> 257 <div class="container"> 258 <div class="row align-items-center"> 259 <div class="col-12"> 260 <p class="eyebrow">SCEP</p> 261 <h2>Hedged Equity Premium Income ETF</h2> 262 <div class="desc"> 263 <p>Seeks to generate premium income using AI capabilities.</p> <div class="font-14px"><p>The Fund is distributed by Sterling Capital Distributors LLC.</p></div> </div> 264 265 <div class="row row-15px"> 266 <div class="col-auto"> 267 <a aria-label="Learn about SCEP: Hedged Equity Premium Income ETF" href="https://sterlingcapital.com/investments/exchange-traded-funds/scep/" target="" class="btn btn-faded-gray btn-reg"> 268 Learn about SCEP </a> 269 </div> 270 </div> 271 </div> 272 </div> 273 </div> 274 </div> 275 </div> 276 <div class="carousel-item hero-item "> 277 <div class="hero-overlay"></div> 278 <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-144748707.jpg&w=1280&h=720') center center"></div> 279 <div class="hero-text"> 280 <div class="container"> 281 <div class="row align-items-center"> 282 <div class="col-12"> 283 <p class="eyebrow">Mutual Funds</p> 284 <h2>Small Cap Value Fund (STSCX)</h2> 285 <div class="desc"> 286 <p><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /><img class="m-star" src="https://sterlingcapital.com/assets/img/content/star-icon.svg" alt="Morningstar Star" /></p> <div class="font-14px"><p>Morningstar Rating™<br />Based on risk-adjusted returns. Based on risk-adjusted STSCX returns among 580 funds as of 03.31.2026.</p></div> </div> 287 288 <div class="row row-15px"> 289 <div class="col-auto"> 290 <a aria-label="View Fund: Small Cap Value Fund" href="/investments/mutual-funds/equity-funds/small-cap-value-fund/i/" target="" class="btn btn-faded-gray btn-reg"> 291 View Fund </a> 292 </div> 293 </div> 294 </div> 295 </div> 296 </div> 297 </div> 298 </div> 299 <div class="carousel-item hero-item "> 300 <div class="hero-overlay"></div> 301 <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-193942741.jpg&w=1280&h=720') center center"></div> 302 <div class="hero-text"> 303 <div class="container"> 304 <div class="row align-items-center"> 305 <div class="col-12"> 306 <p class="eyebrow">Mutual Funds</p> 307 <h2>Total Return Bond Fund (BIBTX)</h2> 308 <div class="desc"> 309 <p aria-hidden="true"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"><img src="/assets/img/content/star-icon.svg" class="m-star" alt="Morningstar Star"></p> 310 <p class="sr-only">4 Star Morningstar Rating</p> 311 <div class="font-14px"><p class="sr-only">Morningstar Rating™</p> 312<p class="sr-only">Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 03.31.2026.</p> 313 <p>Morningstar Rating™<br> 314 Based on risk-adjusted returns. Overall rating out of 417 Morningstar Intermediate-Term Bond funds as of 07.31.2026.</p></div> </div> 315 316 <div class="row row-15px"> 317 <div class="col-auto"> 318 <a aria-label="View Fund: Total Return Bond Fund" href="/investments/mutual-funds/fixed-income-funds/total-return-bond-fund/i/" target="" class="btn btn-faded-gray btn-reg"> 319 View Fund </a> 320 </div> 321 </div> 322 </div> 323 </div> 324 </div> 325 </div> 326 </div> 327 <div class="carousel-item hero-item "> 328 <div class="hero-overlay"></div> 329 <div class="bg-hero" style="background: url('/assets/inc/timthumb.php?src=/cdn/AdobeStock-283754404c.jpg&w=1280&h=720&custom_crop=36.24129626455453|45.84949935666405|1125.6008900325974|633.150500643336|0') "></div> 330 <div class="hero-text"> 331 <div class="container"> 332 <div class="row align-items-center"> 333 <div class="col-12"> 334 <p class="eyebrow">Sterling Capital</p> 335 <h2>Insights & Research</h2> 336 <div class="desc"> 337 <p>Your centralized source for timely insights, opinions, research and education.</p> </div> 338 339 <div class="row row-15px"> 340 <div class="col-auto"> 341 <a aria-label="Insights: Insights & Research" href="https://sterlingcapital.com/insights/" target="" class="btn btn-faded-gray btn-reg"> 342 Insights </a> 343 </div> 344 </div> 345 </div> 346 </div> 347 </div> 348 </div> 349 </div> 350 <div class="container" id="hero-indicators"> 351 <div class="row"> 352 <div class="col-12"> 353 <button class="hero-pp-btn" type="button" aria-label="Pause" title="Pause"><i class="fa-light fa-pause fa-fw pp-icon"></i></button> 354 <ol class="carousel-indicators"> 355 <li class="active">
355<a href="#" data-target="#hero" data-slide-to="0" title="Slide 1 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="1" title="Slide 2 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="2" title="Slide 3 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="3" title="Slide 4 of 5"></a></li><li class=""><a href="#" data-target="#hero" data-slide-to="4" title="Slide 5 of 5"></a></li> </ol> 356 </div> 357 </div> 358 </div> 359 </div> 360 </div> 361 </div> 362 363 <div class="" id="home-first-section"> 364 <div class="container"> 365 <div class="row justify-content-center"> 366 <div class="col-12 text-center mb-4"> 367 <p class="eyebrow">Sterling Capital</p> 368 <h2>Investments</h2> 369 </div> 370 <div class="col-xl-4 col-md-6 col-12 text-center mb-5"> 371 <div class="card border-0 h-100"> 372 <div class="card-body p-0"> 373 <div class="icon-circle-container"> 374 <span class="fa-stack fa-stack-normal"> 375 <i class="fa-solid fa-circle fa-stack-2x text-moss"></i> 376 <i class="fa-light fa-light fa-file-invoice-dollar fa-fw fa-stack-1x"></i> 377 </span> 378 </div> 379 <h3 class="h5 mb-2">Mutual Funds</h3> 380 <p class="font-14px mb-0">Sterling Capital Funds span a variety of asset classes. They each have different strategies, features, terms, fees and risk factors.</p> 381 </div> 382 <div class="card-footer border-0 p-0 pt-4"> 383 <a href="/investments/mutual-funds/" target="" class="btn btn-faded-gray btn-reg stretched-link">View Funds </a> 384 </div> 385 </div> 386 </div> 387 <div class="col-xl-4 col-md-6 col-12 text-center mb-5"> 388 <div class="card border-0 h-100"> 389 <div class="card-body p-0"> 390 <div class="icon-circle-container"> 391 <span class="fa-stack fa-stack-normal"> 392 <i class="fa-solid fa-circle fa-stack-2x text-forest"></i> 393 <i class="fa-light fa-light fa-donate fa-stack-1x"></i> 394 </span> 395 </div> 396 <h3 class="h5 mb-2">ETFs</h3> 397 <p class="font-14px mb-0">Through our Sterling Capital Active ETFs, we strive to help clients achieve their goals by providing actively-managed portfolios focused on long-term capital appreciation with an emphasis on risk management.</p> 398 </div> 399 <div class="card-footer border-0 p-0 pt-4"> 400 <a href="/investments/exchange-traded-funds/" target="" class="btn btn-faded-gray btn-reg stretched-link">View ETFs </a> 401 </div> 402 </div> 403 </div> 404 <div class="col-xl-4 col-md-6 col-12 text-center mb-5"> 405 <div class="card border-0 h-100"> 406 <div class="card-body p-0"> 407 <div class="icon-circle-container"> 408 <span class="fa-stack fa-stack-normal"> 409 <i class="fa-solid fa-circle fa-stack-2x text-blue"></i> 410 <i class="fa-light fa-light fa-chart-network fa-fw fa-stack-1x"></i> 411 </span> 412 </div> 413 <h3 class="h5 mb-2">SMAs</h3> 414 <p class="font-14px mb-0">Separately Managed Accounts give you diversification like mutual funds - you own the securities as opposed to a single fund.</p> 415 </div> 416 <div class="card-footer border-0 p-0 pt-4"> 417 <a href="/investments/separately-managed-accounts/" target="" class="btn btn-faded-gray btn-reg stretched-link">View SMAs </a> 418 </div> 419 </div> 420 </div> 421 <div class="col-xl-4 col-md-6 col-12 text-center mb-5"> 422 <div class="card border-0 h-100"> 423 <div class="card-body p-0"> 424 <div class="icon-circle-container">
425 <span class="fa-stack fa-stack-normal"> 426 <i class="fa-solid fa-circle fa-stack-2x text-dawn"></i> 427 <i class="fa-light fa-light fa-key-skeleton-left-right fa-fw fa-stack-1x"></i> 428 </span> 429 </div> 430 <h3 class="h5 mb-2">Fixed Income</h3> 431 <p class="font-14px mb-0">We strive to deliver consistent, superior risk-adjusted performance through a multi-faceted approach to investing.</p> 432 </div> 433 <div class="card-footer border-0 p-0 pt-4"> 434 <a href="/investments/fixed-income/" target="" class="btn btn-faded-gray btn-reg stretched-link">View Fixed Income </a> 435 </div> 436 </div> 437 </div> 438 <div class="col-xl-4 col-md-6 col-12 text-center mb-5"> 439 <div class="card border-0 h-100"> 440 <div class="card-body p-0"> 441 <div class="icon-circle-container"> 442 <span class="fa-stack fa-stack-normal"> 443 <i class="fa-solid fa-circle fa-stack-2x text-sky-blue"></i> 444 <i class="fa-light fa-light fa-chart-candlestick fa-fw fa-stack-1x"></i> 445 </span> 446 </div> 447 <h3 class="h5 mb-2">Advisory Solutions</h3> 448 <p class="font-14px mb-0">Sterling Capital's Advisory Solutions Team provides customized multi-asset class models for financial professionals and institutional clients.</p> 449 </div> 450 <div class="card-footer border-0 p-0 pt-4"> 451 <a href="/investments/advisory-solutions/" target="" class="btn btn-faded-gray btn-reg stretched-link">View Models </a> 452 </div> 453 </div> 454 </div> 455 <div class="col-xl-4 col-md-6 col-12 text-center mb-5"> 456 <div class="card border-0 h-100"> 457 <div class="card-body p-0"> 458 <div class="icon-circle-container"> 459 <span class="fa-stack fa-stack-normal"> 460 <i class="fa-solid fa-circle fa-stack-2x text-yellow"></i> 461 <i class="fa-light fa-light fa-brain-circuit fa-fw fa-stack-1x"></i> 462 </span> 463 </div> 464 <h3 class="h5 mb-2">i<sup>3</sup> Investments<sup>TM</sup></h3> 465 <p class="font-14px mb-0">IntelligenceCubed: AI x Human x Innovation</p> 466 </div> 467 <div class="card-footer border-0 p-0 pt-4"> 468 <a href="https://www.sterlingcapital.com/i3investments/" target="_blank" class="btn btn-faded-gray btn-reg stretched-link">View i<sup>3</sup> Investments<sup>TM</sup> <i class="fa-light fa-external-link fa-fw" aria-hidden="true"></i></a> 469 </div> 470 </div> 471 </div> 472 </div> 473 </div> 474 </div> 475 476 477 <div class="bg-cover bg-banner-home" style="background: url('/cdn/AdobeStock-248865459.jpg') center center;"> 478 <div class="bg-banner-overlay"></div> 479 <div class="container"> 480 <div class="row"> 481 <div class="col-12"> 482 <div class="bg-banner-text text-center"> 483 <p class="mb-30px"><img src="/assets/img/logos/Sterling_Logo_Hor_White.svg" class="img-fluid" alt="Sterling Capital" width="300"></p> 484 <p class="huge mb-30px">Sterling Capital Management is driven to deliver what matters most to our clients.</p> 485 <div class="row"> 486 <div class="col-md-3 col-6 text-center mb-5"> 487 <p class="big-number">1970</p> 488 <p class="glance-desc">Established</p> 489 </div> 490 <div class="col-md-3 col-6 text-center mb-5"> 491 <p class="big-number"><small>$</small>76<small>B</small></p><p class="glance-desc">USD in AUM + AUA <sup><a href="#" data-toggle="modal" data-target="#aum-disclaimer-modal" aria-label="Learn more about AUA + AUM"><i class="fa-light fa-info-circle"></i></a></sup><br>As of 06.30.2026 </p> </div> 492 <div class="col-md-3 col-6 text-center mb-5"> 493 <p class="big-number">5</p> 494 <p class="glance-desc">Distinctive<br>Investment Teams</p> 495 </div> 496 <div class="col-md-3 col-6 text-center mb-5"> 497 <p class="big-number">187</p> 498 <p class="glance-desc">Teammates</p> 499 </div> 500 </div> 501 </div> 502 </div> 503 </div> 504 </div> 505 </div> 506 507 <div class=""> 508 <div class="container pt-5 pb-18px"> 509 <div class="row"> 510 <div class="col-12"> 511 <div class="row row-15px mb-4 align-items-center"> 512 <div class="col-sm col-12 text-sm-left text-center"> 513 <p class="eyebrow">Sterling Capital</p> 514 <h2 class="mb-sm-0 mb-2">Recent Insights</h2> 515 </div> 516 <div class="col-sm-auto col-12 text-center"> 517 <p class="mb-0"><a href="#" data-toggle="modal" data-target="#subscribe-modal" class="plain-link font-14px" aria-label="Subscribe to Insights">Subscribe</a><span class="px-2">|</span><a href="/insights/" class="plain-link font-14px" aria-label="View All Insights">View All</a></p> 518 </div> 519 </div> 520 </div> 521 <div class="col-lg-5 col-12 mb-30px"> 522 <div class="card bg-faded-gray"> 523 <div class="card-body"> 524 <ul class="material-link-list sterling-blue single-col no-first"> 525 <li> 526 <a href="/cdn/Weekly-Market-Update-09-28-2026.pdf" target="_blank" class="stretched-link">
527 <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span> 528 <span>09.28.2026</span><br> 529 Advisory Solutions Weekly Market Update </a> 530 </li> 531 <li> 532 <a href="/cdn/Bond-Market-Review-12-08-25-v2.pdf" target="_blank" class="stretched-link"> 533 <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span> 534 <span>12.08.2025</span><br> 535 Fixed Income Weekly Bond Market Review </a> 536 </li> 537 <li> 538 <a href="/cdn/Weekly-Market-Recap-9-28-26.pdf" target="_blank" class="stretched-link"> 539 <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span> 540 <span>09.28.2026</span><br> 541 Equity Opportunities Weekly Market Recap </a> 542 </li> 543 <li> 544 <a href="/cdn/The-Lead-September-2026.pdf" target="_blank" class="stretched-link"> 545 <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span> 546 <span>09.11.2026</span><br> 547 The Lead - When Cheap May Be Risky </a> 548 </li> 549 <li> 550 <a href="/cdn/Advisory-Solutions-Monthly-Update-Non-Model-September-2026.pdf" target="_blank" class="stretched-link"> 551 <span class="icon"><i class="fa-light fa-file-pdf fa-fw"></i></span> 552 <span>09.17.2026</span><br> 553 Monthly Global Markets Update </a> 554 </li> 555 </ul> 556 </div> 557 </div> 558 </div> 559 <div class="col-lg-7 col-12 mb-30px"> 560 561 <div class="swiper swiper-insights-home"> 562 <div class="swiper-wrapper"> 563 <div class="swiper-slide"> 564 <div class="card insight-card"> 565 <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-143840199.jpeg.webp&w=480&h=270&custom_crop=57.67514677103718|280.92367906066517|5993.737769080235|3371.4774951076324|0" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt=""> 566 <div class="card-body"> 567 <p class="details text-truncate"><span> 568 09.11.2026</span> 569 • Charles Wittmann, CFA<sup>®</sup> </p> 570 <p class="heading"> 571 <a href="/insights/the-lead-when-cheap-may-be-risky/" target="" class="stretched-link plain-link" > 572 The Lead - When Cheap May Be Risky </a> 573 </p> 574 <p class="desc line-clamp clamp-four">Are we value investors? Yes, but value is but one of our four investment pillars. Stocks that are cheap on valuation can be risk masquerading as a cheapness signal. We discuss how our four pillar investment process helps to reduce risk when vetting investment opportunities.</p> 575 </div> 576 </div> 577 </div> 578 <div class="swiper-slide"> 579 <div class="card insight-card"> 580 <img data-src="/assets/inc/timthumb.php?src=/cdn/article-thumbnail.png.webp&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt=""> 581 <div class="card-body"> 582 <p class="details text-truncate"><span> 583 09.01.2026</span> 584 </p> 585 <p class="heading"> 586 <a href="/cdn/Sterling-OptionsIntegrity-V3-4.pdf" target="target="_blank"" class="stretched-link plain-link" >
587 <span><i class="fa-light fa-file-pdf fa-fw"></i></span> Options Integrity </a> 588 </p> 589 <p class="desc line-clamp clamp-four">This paper is intended to provide a general framework for evaluating options-based income strategies. It is educational in nature and is not intended to suggest that any particular options strategy, fund structure, or implementation method is appropriate or superior in all circumstances. </p> 590 </div> 591 </div> 592 </div> 593 <div class="swiper-slide"> 594 <div class="card insight-card"> 595 <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-67731417.jpeg&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt=""> 596 <div class="card-body"> 597 <p class="details text-truncate"><span> 598 08.31.2026</span> 599 <br> James Kerin, CFA<sup>®</sup>, Gregory Zage, CFA<sup>®</sup> </p> 600 <p class="heading"> 601 <a href="/insights/the-sterling-capital-vault-return-of-the-term-premium-1/" target="" class="stretched-link plain-link" > 602 The Sterling Capital VAULT: Return of the Term Premium </a> 603 </p> 604 <p class="desc line-clamp clamp-four">The Fixed Income team's update on term premium in 2026. </p> 605 </div> 606 </div> 607 </div> 608 <div class="swiper-slide"> 609 <div class="card insight-card"> 610 <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-211370890.jpeg&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt=""> 611 <div class="card-body"> 612 <p class="details text-truncate"><span> 613 08.03.2026</span> 614 <br> James Kerin, CFA<sup>®</sup>, Michael McVicker </p> 615 <p class="heading"> 616 <a href="/insights/natural-gas-prepayment-bonds-1/" target="" class="stretched-link plain-link" > 617 The Sterling Capital VAULT: Natural Gas Prepayment Bonds </a> 618 </p> 619 <p class="desc line-clamp clamp-four">Energy prepayment (prepay) bonds enable municipal utilities to lock into a discounted price on a long-term supply of energy, most commonly natural gas or electricity. Issued by special purpose authorities, bonds are structured with far-dated final maturities but shorter-dated mandatory tenders that are backed by the obligation of a bank or insurance company, known as the guarantor, to ensure that it occurs in order to return principal to bondholders. As a result, prepay bonds are ultimately a corporate credit exposure in the tax-exempt market. The final maturity matches the term of the energy supply contract and improves the bond’s market discount tax treatment, while the shorter-dated tender serves to optimize borrowing costs within the transaction.</p> 620 </div> 621 </div> 622 </div> 623 <div class="swiper-slide"> 624 <div class="card insight-card"> 625 <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-767030282.jpg.webp&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt=""> 626 <div class="card-body"> 627 <p class="details text-truncate"><span> 628 07.14.2026</span> 629 • Charles Wittmann, CFA<sup>®</sup> </p> 630 <p class="heading"> 631 <a href="/insights/the-lead-case-for-compounding/" target="" class="stretched-link plain-link" > 632 The Lead - Case for Compounding </a> 633 </p> 634 <p class="desc line-clamp clamp-four">In the current market, traditional characteristics of classic long term investing, such as sustainable earnings growth and its byproduct of paying increasingly higher dividends over time, appear to have been pushed into the corner. This month, we show how these stocks that have tended to trade at a premium to the market currently trade at a discount. Moreover, stocks with these characteristics, while challenged from a performance basis recently, have shown an ability to outperform over long periods of time.</p> 635 </div> 636 </div> 637 </div> 638 <div class="swiper-slide"> 639 <div class="card insight-card"> 640 <img data-src="/assets/inc/timthumb.php?src=/cdn/AdobeStock-287591184.jpeg.webp&w=480&h=270" class="lazyload bg-light img-fluid" style="aspect-ratio: 480/270" alt=""> 641 <div class="card-body"> 642 <p class="details text-truncate"><span> 643 06.30.2026</span> 644 </p> 645 <p class="heading"> 646 <a href="https://www.debtbook.com/blog/investment-policy-statement-template-6-common-mistakes-free-download" target="target="_blank"" class="stretched-link plain-link" >
647 <span><i class="fa-light fa-external-link fa-fw"></i></span> Investment Policy Statement Template: 6 Common Mistakes to Avoid & Free Download </a> 648 </p> 649 <p class="desc line-clamp clamp-four">DebBook Blog: A strong Investment Policy Statement (IPS) does more than define permissible investments. It helps organizations connect cash flow planning, liquidity management, governance, and investment decision-making into a single framework. Yet in our view, many investment policies fail to achieve that goal.</p> 650 </div> 651 </div> 652 </div> 653 </div> 654 <div class="swiper-pagination"></div> 655 <div class="swiper-button-next bottom"></div> 656 <div class="swiper-button-prev bottom"></div> 657 </div> 658 </div> 659 </div> 660 </div> 661 </div> 662 663 664 665 666 667 668 669 670 <div class="bg-sterling-blue text-white"> 671 <div class="container py-5"> 672 <div class="row justify-content-between"> 673 <div class="col-12 text-center"> 674 <p class="eyebrow">Explore</p> 675 <h2 class="text-white">Sterling Capital</h2> 676 </div> 677 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 678 <div class="icon-circle-container"> 679 <span class="fa-stack fa-stack-normal"> 680 <i class="fa-solid fa-circle fa-stack-2x text-moss"></i> 681 <i class="fa-light fa-memo-circle-info fa-stack-1x"></i> 682 </span> 683 </div> 684 <a href="/about/about-sterling-capital/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">About<br>Us</a> 685 </div> 686 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 687 <div class="icon-circle-container"> 688 <span class="fa-stack fa-stack-normal"> 689 <i class="fa-solid fa-circle fa-stack-2x text-forest"></i> 690 <i class="fa-light fa-users fa-stack-1x"></i> 691 </span> 692 </div> 693 <a href="/about/leadership/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Sterling Capital Leadership</a> 694 </div> 695 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 696 <div class="icon-circle-container"> 697 <span class="fa-stack fa-stack-normal"> 698 <i class="fa-solid fa-circle fa-stack-2x text-blue"></i> 699 <i class="fa-light fa-users fa-stack-1x"></i> 700 </span> 701 </div> 702 <a href="/about/guardian-capital-senior-leadership/" target="" class="explore-nav-track font-14px stretched-link text-white mb-0 d-inline-block">Guardian Capital Leadership</a> 703 </div> 704 <div class="col-lg-2 col-sm-4 col-6 text-center mt-30px"> 705 <div class="icon-circle-container">
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930 931 932<div class="modal fade" id="aum-disclaimer-modal" tabindex="-1" role="dialog" aria-labelledby="AUA + AUM Disclaimer" aria-hidden="true"> 933 <div class="modal-dialog modal-lg" role="document"> 934 <div class="modal-content"> 935 <div class="modal-header"> 936 <div class="modal-title" role="heading" aria-level="2">AUA + AUM</div> 937 <button type="button" class="close" data-dismiss="modal" aria-label="Close"> 938 <i class="fa-light fa-times fa-fw"></i> 939 </button> 940 </div> 941 <div class="modal-body disclaimer-text"> 942 <p>Sterling Capital's Assets Under Advisement ("AUA") differs from our regulatory Assets Under Management ("AUM") for which we provide continuous and regular investment management services as disclosed in our ADV. AUA generally refers to non-discretionary assets for which Sterling Capital provides advice or consultation for which Sterling Capital does not have authority to effectuate transactions. 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1185 1186 1187 <div id="subscribe-slidein" class="alert alert-dismissible fade show animated fadeIn bg-cover bg-white" role="alert"> 1188 <button type="button" class="close" data-dismiss="alert" aria-label="Close"> 1189 <i class="fa-light fa-times fa-fw"></i> 1190 </button> 1191 <div class="text-center"> 1192 <p class="eyebrow">Sterling Capital</p> 1193 <div class="heading h5" role="heading" aria-level="2">Subscribe to Insights</div> 1194 <p clas="font-14px mb-0">Keep up with the latest insights from Sterling Capital.</p> 1195 <div class="row row-15px"> 1196 <div class="col-sm-6 col-12"> 1197 <a href="#" data-toggle="modal" data-target="#subscribe-modal" class="btn btn-sterling-blue btn-reg btn-block mt-15px">Subscribe</a> 1198 </div> 1199 <div class="col-sm-6 col-12"> 1200 <a href="/about/contact/" class="btn btn-faded-gray btn-reg btn-block mt-15px">Contact</a> 1201 </div> 1202 </div> 1203 </div> 1204 </div> 1205 1206
1206<script> 1207 $("#subscribe-slidein .close, #subscribe-slidein .btn").click(function() { 1208 localStorage.setItem("subscribe-slidein", "dismissed"); 1209 }); 1210 if (localStorage.getItem("subscribe-slidein") == "dismissed") $("#subscribe-slidein").remove(); 1211 1212 1213 $(document).ready(function () { 1214 var swiper = new Swiper('.swiper-insights-home', { 1215 slidesPerView: 1, 1216 slidesPerGroup: 1, 1217 spaceBetween: 15, 1218 watchOverflow: true, 1219 centerInsufficientSlides: true, 1220 breakpoints: { 1221 575: { 1222 slidesPerView: 1, 1223 slidesPerGroup: 1, 1224 }, 1225 767: { 1226 slidesPerView: 2, 1227 slidesPerGroup: 2, 1228 }, 1229 991: { 1230 slidesPerView: 2, 1231 slidesPerGroup: 2, 1232 }, 1233 1199: { 1234 slidesPerView: 2, 1235 slidesPerGroup: 2, 1236 } 1237 }, 1238 navigation: { 1239 nextEl: '.swiper-button-next', 1240 prevEl: '.swiper-button-prev', 1241 }, 1242 pagination: { 1243 el: '.swiper-pagination', 1244 clickable: true, 1245 }, 1246 }); 1247 }); 1248 1249 1250 </script>
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1255<script type='text/javascript'> 1256var piDomain = 'go.sterlingcapital.com'; 1257 1258(function() { 1259 var s = document.createElement('script'); s.type = 'text/javascript'; 1260 s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piDomain + '/pdt.js'; 1261 var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); 1262 window['pdt'] = window['pdt'] || function(){(window['pdt'].cq = window['pdt'].cq || []).push(arguments);}; 1263})(); 1264 1265// Create an analytics tracker with the required information: 1266// pdt('create', Account Engagement account ID + 1000, Account Engagement campaign ID + 1000, 'go.example.com'); 1267pdt('create', 1097693, 113322, piDomain); 1268pdt('sendPageView'); 1269 1270function checkCookieYesConsent() { 1271 1272 console.log('checking cookie consent'); 1273 1274 const consent = document.cookie 1275 .split('; ') 1276 .find(row => row.startsWith("cookieyes-consent=")) 1277 ?.split('=')[1]; 1278 1279 //console.log(consent); 1280 1281 if (consent && consent.includes("analytics:yes")) { 1282 if (typeof pdt === "function") { 1283 pdt("setOptIn", true); // Enable Pardot opt-in 1284 console.log("Pardot opt-in set to true"); 1285 } else { 1286 console.warn("Pardot tracking function not available yet."); 1287 } 1288 } else { 1289 pdt("setOptIn", false); // Enable Pardot opt-in 1290 console.log("User has not consented, Pardot opt-in set to no."); 1291 } 1292} 1293 1294window.addEventListener("load", checkCookieYesConsent); 1295window.addEventListener("cookieyes-consent-update", checkCookieYesConsent); 1296 1297// added 12/23/2025 task id: 57014 1298piAId = '1097693'; 1299piCId = '113322'; 1300piHostname = 'go.sterlingcapital.com'; 1301 1302(function() { 1303 1304 function async_load(){ 1305 var s = document.createElement('script'); s.type = 'text/javascript'; 1306 s.src = ('https:' == document.location.protocol ? 'https://' : 'http://') + piHostname + '/pd.js'; 1307 var c = document.getElementsByTagName('script')[0]; c.parentNode.insertBefore(s, c); 1308 } 1309 1310 if(window.attachEvent) { window.attachEvent('onload', async_load); } 1311 else { window.addEventListener('load', async_load, false); } 1312})(); 1313 1314</script>
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