Investor Portal

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 A. Schattenfield, Head of Distribution
jschattenfield@sterlingpartnersequityadvisors.com
P: 312.465.7037 / C: 872.202.2340

Document Library

Sterling Small-Cap Value Diversified Fact Sheet

View/Download

Sterling Small-Cap Value Focus Fact Sheet

View/Download

Sterling Quality Income & Value Fact Sheet

View/Download

SPEA Portfolio Commentary-Summer 2020

Kevin Silverman discusses “Pandemic Parallels” in Sterling Partners Equity Advisors Summer 2020 Portfolio Commentary.

View/Download

SPEA 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/Download

SPEA 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/Download

SPEA 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/Download

SPEA Quarterly Portfolio Commentary-July 2019

Kevin Silverman, CFA, shares his market views in his 2Q 2019 portfolio commentary.

View/Download

SPEA 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

Sterling Partners Equity Advisors ADV Part 2A

View/Download

Sterling Partners Equity Advisors Privacy Policy

View/Download