STERLING PARTNERS EQUITY ADVISORS IS A LONG-ONLY ASSET MANAGEMENT FIRM SPECIALIZING IN SMALL-CAPITALIZATION EQUITY INVESTMENT STRATEGIES.
Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value.* Our clients can rely on our consistently applied research and investment process.
Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Sterling Fund Management is an SEC-registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds and a number of investment vehicles across a variety of industries, growth stages, and structures.* Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years.
*For further disclaimers, please refer to the Legal section of the website.
STERLING PARTNERS EQUITY ADVISORS TEAM
KEVIN E. SILVERMAN, CFAChief Investment Officer, Portfolio Manager

NATHAN K. SCHMIDT, CFADirector of Research

TIMOTHY A. KNIGHTDirector of Operations

AARON T. CONWAYEquity Analyst

ROBERTA K. SCHWARTZClient Relationship Manager

STERLING FUND MANAGEMENT TEAM**
LAUREN KAISERInformation Technology Manager

JEFFREY W. ELBURNChief Financial Officer

M. AVI EPSTEINGeneral Counsel, Chief Compliance Officer

ELYSSA R. FISHERSenior Compliance Officer

JEFFREY D. IZENMANBusiness and Strategic Development

LAUREN D. YEAGERAssociate General Counsel

Resource Center
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Forecast 2023: Long-Term Looks Good
Sterling Partners Equity Advisors Portfolio Commentary
Winter 2023Forecast 2023: Long-Term Looks Good Kevin Silverman, CFA
Winter 2023 -
Lessons
Sterling Partners Equity Advisors Portfolio Commentary
Fall 2022Lessons Kevin Silverman, CFA
Fall 2022 -
Is It or Isn't It?
Sterling Partners Equity Advisors Portfolio Commentary
Summer 2022Is It or Isn't It? Kevin Silverman, CFA
Summer 2022 -
Stormy Weather
Sterling Partners Equity Advisors Portfolio Commentary
Spring 2022Stormy Weather Kevin Silverman, CFA
Spring 2022 -
2022 and Beyond!
Sterling Partners Equity Advisors Portfolio Commentary
Winter 20222022 and Beyond! Kevin Silverman, CFA
Winter 2022 -
Productivity to the Rescue!
Sterling Partners Equity Advisors Portfolio Commentary
Fall 2021Productivity to the Rescue! Kevin Silverman, CFA
Fall 2021 -
The Secret Sauce of Total Return
Sterling Partners Equity Advisors Portfolio Commentary
Summer 2021The Secret Sauce of Total Return Kevin Silverman, CFA
Summer 2021 -
All is Good Except For This M2 Chart
Sterling Partners Equity Advisors Portfolio Commentary
Spring 2021All is Good Except For This M2 Chart Kevin Silverman, CFA
Spring 2021 -
Uncertainty is Our Friend… I Think.
Sterling Partners Equity Advisors Portfolio Commentary
October 2019Uncertainty is Our Friend… I Think. Kevin Silverman, CFA
October 2019 -
SPEA QUARTERLY PORTFOLIO COMMENTARY
Sterling Partners Equity Advisors Portfolio Commentary
July 2019SPEA QUARTERLY PORTFOLIO COMMENTARY Kevin Silverman, CFA
July 2019 -
Advantage: U.S. Equities
Sterling Partners Equity Advisors Portfolio Commentary
January 2020Advantage: U.S. Equities Kevin Silverman, CFA
January 2020 -
Three Bad Bears
Sterling Partners Equity Advisors Portfolio Commentary
April 2020Three Bad Bears Kevin Silverman, CFA
April 2020 -
Sterling Partners Equity Advisors Portfolio Commentary
Sterling Partners Equity Advisors Portfolio Commentary
April 2019Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA
April 2019 -
2020 Hindsight
Sterling Partners Equity Advisors Portfolio Commentary
Winter 20212020 Hindsight Kevin Silverman, CFA
Winter 2021 -
Problem Solved
Sterling Partners Equity Advisors Portfolio Commentary
Fall 2020Problem Solved Kevin Silverman, CFA
Fall 2020