We invite you to view our investor material for Sterling Partners Equity Advisors’ Small-Cap Value and Large-Cap Value strategies:
- Sterling Small-Cap Value Diversified Strategy
- Sterling Small-Cap Value Focus Strategy
- Sterling Quality Income & Value Strategy
Sterling Partners Equity Advisors offers a highly experienced investment and management team combined with an institutional financial services infrastructure. Our consistently applied research and investment process has been developed over 35 years, resulting in our long-term track record in Sterling’s strategies.
For all inquiries, please contact:
John Schattenfield, Head of Distribution
jschattenfield@sterlingpartnersequityadvisors.com
P: 312.465.7037 / C: 872.202.2340
SPEA Quarterly Portfolio Commentary-Winter 2022
This time of year, market participants love to read prognostications about the year ahead. With January behind us, I feel we have a bit of an edge over our competitors in that our rosy view won’t be immediately rendered incorrect…
Read the full commentary in “2022 and Beyond!” by Kevin Silverman, CFA.
View/DownloadSterling Small-Cap Value Diversified Fact Sheet - March 2022
View/DownloadSterling Small-Cap Value Focus Fact Sheet - March 2022
View/DownloadSterling Quality Income & Value Fact Sheet - March 2022
View/DownloadSPEA Quarterly Portfolio Commentary-Fall 2021
The future is always uncertain, but at a time when
almost all historic patterns of commerce are changing at once, the near term is more uncertain than usual…
Read the full article in “Productivity to the Rescue!” by Kevin Silverman, CFA.
View/DownloadSPEA Quarterly Portfolio Commentary-Summer 2021
At all times, even weird ones like this, we worry mostly about earning a good risk adjusted total return. That has always been the goal of our strategies and the team that runs them. Aiming for a specific total return in the short-term is tricky because if your investments require more certainty about the timing, you are almost certainly giving up some piece of total return…
Read the full article in “The Secret Sauce of Total Return” by Kevin Silverman, CFA.
View/DownloadSPEA Quarterly Portfolio Commentary-Spring 2021
View/DownloadSPEA Quarterly Portfolio Commentary-Winter 2021
The future came a little sooner than usual in 2020. The typically slow march of faster, better and cheaper product and service offerings taking share over the course of a generation, all were adopted quickly in 2020 because there was no choice. Read the full article in “2020 Hindsight” by Kevin Silverman, CFA.
View/DownloadSPEA Portfolio Commentary-Summer 2020
Kevin Silverman discusses “Pandemic Parallels” in Sterling Partners Equity Advisors Summer 2020 Portfolio Commentary.
View/DownloadSPEA Quarterly Portfolio Commentary-April 2020
Kevin Silverman shares his perspective on historical bear markets and one of the most rapidly changing markets in recent history. Read Three Bad Bears for the full commentary.
View/DownloadSPEA Quarterly Portfolio Commentary-January 2020
Kevin Silverman, CFA and Portfolio Manager of Sterling Partners Equity Advisors, shares his 4Q 2019 portfolio commentary. Read more about Kevin’s market views in “Advantage: U.S. Equities.”
View/DownloadSPEA Quarterly Portfolio Commentary-October 2019
In “Uncertainty is Our Friend…I Think,” Kevin Silverman addresses how economic and market uncertainty affects small-cap investors.
View/DownloadSPEA Quarterly Portfolio Commentary-July 2019
Kevin Silverman, CFA, shares his market views in his 2Q 2019 portfolio commentary.
View/DownloadSPEA Quarterly Portfolio Commentary-April 2019
“Because we invest for the long term, we try hard to remember that short-term market changes are largely emotional reactions to short-term news,” says Kevin Silverman, Portfolio Manager. Read more in his 1Q 2019 Portfolio Commentary.
View/Download