The Sterling Difference
“We define risk as the permanent loss of capital, not the academic description of security price volatility. In fact, we welcome volatility as unstable market episodes provide opportunities to trade securities at attractive prices.”
Small Firm Values – Global Reach
We believe in active management
Capital markets are dynamic and provide both opportunities and threats.
Every step of our disciplined investment management process is performed in-house
Our proprietary research, management, and trading capabilities allow us to quickly adjust risk/return parameters should circumstances warrant.
Our personal portfolios are structured the same as our clients
We align our incentives alongside our clients – our success is directly tied to yours. We invest in individual securities to maximize returns, manage risk, and be tax efficient.
We charge one, transparent fee
Hidden and undisclosed fees are a direct impediment to building long-term wealth.
Our clients have direct access to our experienced portfolio management team
It is a privilege to serve our clients. We are available during times of market stresses to address any topic of interest.
We know all our clients on a first-name basis
Our primary goal is to make each client feel as if they are our only one. Consistent communication and attention to detail is critical.
Capital Management Process:
As sophisticated investors understand, multiple factors may influence the returns of every investment vehicle. At Sterling, we identify and exploit those opportunities through a rigorous capital management process. We begin with the formulating of investment themes based on an assessment of macroeconomic variables and trends. We also uncover unique investment opportunities we believe have a high probability of generating attractive returns under diverse scenarios. Predicated on those themes, we select assets and securities based on strict and meticulous security analysis.
Every asset class has unique valuation and return structures requiring strategic and tactical asset allocation decisions to maintain client risk and return objectives. We measure risk as the permanent loss of capital, not the academic or wealth management description of security price volatility. In fact, we welcome volatility as unstable market episodes provide the best opportunities to purchase or sell securities at attractive prices.
Our Investment Philosophy Consists of Five Principles:
- Invest for the long term
- Search for businesses that possess competitive advantages relative to peers
- Identify companies with strong financial characteristics
- Invest with entities that have capable management teams
- Pay a reasonable price
Our Fixed Income Philosophy Is To:
- Generate attractive risk-adjusted returns
- Minimize risk by assessing entity quality and solvency
- Analyze the current interest rate structure and exploit opportunities that develop within different sectors of the yield curve
- Analyze the price and yield sensitivity in our fixed income book to differing economic scenarios
- Have access to a global range of fixed income assets
- Negotiate attractive bid and ask prices
Properly structured, alternative assets can provide portfolios with asymmetrical return distributions in a manner that truly enhances and diversifies the return profile of each portfolio. Our experienced team uses a wide range of conservative alternative investments to assist our clients in hedging both market and sector risk, as well as add incremental current income in extremely low interest rate environments.