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Sterling Capital Equity Income Fund Institutional Shares (BEGIX)

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27.31 -0.14    -0.51%
26/06 - 延迟数据. USD 货币 ( 免责声明 )
类型:  基金
市场:  美国
发行商:  Sterling Capital Funds
资产类别:  股票
  • 晨星评级:
  • 总资产: 1.22B
Sterling Capital Equity Income Instl 27.31 -0.14 -0.51%

BEGIX概述

 
本页面提供Sterling Capital Equity Income Fund Institutional Shares的详细介绍,帮助您了解BEGIX的高管、总资产、投资策略和联系方式等信息。
种类

Large Value

总资产

1.22B

费用

0.82%

开始日期

38168

联络信息

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

高管

名称 标题 任期
Jeremy M. Lopez Co-Portfolio Manager 2022 now
背景介紹 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
背景介紹 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
背景介紹 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
背景介紹 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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