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Sterling Capital Equity Income Fund Class A(BAEIX)

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27.18 -0.14    -0.51%
26/06 - 延遲資料. USD 貨幣 ( 免責聲明 )
種類:  基金
市場:  美國
發行者:  Sterling Capital Funds
資產類別:  股票
  • 晨星評級:
  • 總資產: 452.41M
Sterling Capital Equity Income A 27.18 -0.14 -0.51%

BAEIX綜觀

 
你可在本頁找到深入的Sterling Capital Equity Income Fund Class A公司檔案,包括BAEIX的主要管理層、總資產、投資策略及聯絡資料,以及各類其他資訊。
類別

Large Value

總資產

452.41M

費用

1.07%

基金成立

38168

聯絡資訊

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

主要管理層

名稱 主旨 成立於 直至
Jeremy M. Lopez Co-Portfolio Manager 2022 now
自傳 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
自傳 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
自傳 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
自傳 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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