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Sterling Capital Equity Income Fund Class A (BAEIX)

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28.46 +0.12    +0.42%
08:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 460.42M
Type:  Fund
Market:  United States
Issuer:  Sterling Capital Funds
Asset Class:  Equity
Sterling Capital Equity Income A 28.46 +0.12 +0.42%

BAEIX Overview

 
On this page you'll find an in-depth profile of Sterling Capital Equity Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of BAEIX among other information.
Category

Large Value

Total Assets

460.42M

Expenses

1.07%

Inception Date

38168

Investment Strategy

The investment seeks capital growth and current income. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It invests, under normal market conditions, primarily in dividend-paying equity securities, in particular common stocks of companies with a history of increasing dividends. The fund may also invest in U.S. traded common stocks of foreign companies, including American Depositary Receipts.

Contact Information

Address 5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Phone 800-228-1872

Top Executives

Name Title Since Until
Jeremy M. Lopez Co-Portfolio Manager 2022 Now
Biography Jeremy M. Lopez, CFA®, Executive Director, joined Sterling Capital Management in 2016 and has investment experience since 1997. Jeremy is co-portfolio manager of the Equity Income strategy. Prior to joining Sterling, he worked as an equity research analyst at Herndon Capital Management and Wells Capital Management. Additionally, he was a senior equity research associate at William & Blair Company. Jeremy received his B.A. in Economics from Wheaton College and his M.B.A. from the University of Chicago's Booth School of Business. He holds the Chartered Financial Analyst® designation.
Charles (Chip) J. Wittmann Partner 2021 Now
Biography Charles J. Wittmann, CFA®, Executive Director, joined Sterling Capital Management in 2014 and has investment experience since 1995. Chip is co-portfolio manager of the Equity Income strategy. Prior to joining Sterling, he worked for Thompson Siegel & Walmsley as a portfolio manager and (generalist) analyst. Prior to TS&W, he was a founding portfolio manager and analyst with Shockoe Capital, an equity long/short hedge fund. Chip received his B.A. in Economics from Davidson College and his M.B.A. from Duke University's Fuqua School of Business. Chip earned the Certificate in ESG Investing, which is developed, administered and awarded by the CFA Society of the United Kingdom. He holds the Chartered Financial Analyst® designation.
Adam B. Bergman Portfolio Manager 2016 2022
Biography Adam B. Bergman, CFA (age 49) joined the Advisor in 2022 and currently serves as a Senior Vice President. Prior to joining the Advisor, Mr. Bergman was a Portfolio Manager and Executive Director at Sterling Capital Management, a Truist subsidiary, from 2007 until 2022
George F. Shipp senior Managing Director and portfolio manager, CIO 2004 2021
Biography Mr. Shipp is a Senior Managing Director of Sterling Capital since January 2013. He was previously a Senior Managing Director of CHOICE Asset Management, a department of Scott & Stringfellow, LLC (“Scott & Stringfellow”) (a wholly owned subsidiary of BB&T Corporation) and Chief Investment Officer of the CHOICE portfolios, separate accounts sponsored by Scott & Stringfellow. Prior to joining Sterling Capital, Mr. Shipp was with Scott & Stringfellow since 1982. Mr. Shipp is a graduate of the University of Virginia where he received his B.A. in Biology. He received his M.B.A. from the Darden Graduate School of Business at the University of Virginia. He is a CFA charterholder.
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