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Sterling Capital Mid Value Fund Institutional Shares (OVEIX)

US Funds

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13.60 -0.76 -5.29%

04/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 7.58M

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OVEIX Overview

On this page you'll find an in-depth profile of Sterling Capital Mid Value Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of OVEIX among other information.

Contact Information

Address 5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States

Phone 800-228-1872

Web www.sterlingcapitalfunds.com

Top Executives

Name	Title	Since	Until
Lee D Houser	Analyst	2020	Now
Biography	Lee D. Houser, CFA®, Executive Director, joined Sterling Capital Management in 2006 and has investment experience since 1999. Lee is Portfolio Manager of the SMID Value strategy and Associate Portfolio Manager of the Fundamental Equity Mid Cap Value and Fundamental Equity Small Cap Value strategies. He was also the Co-Portfolio Manager for the SMID Opportunities strategy. Prior to joining Sterling, he worked for ICM Asset Management as a Senior Research Analyst. Previous work experience includes lead sell-side analyst positions at Redchip Research and Raymond James Financial, Inc. He also worked as a software engineer with Bell Atlantic Corp. Lee received his B.S. in Mathematics and Economics from James Madison University, where he was a summa cum laude graduate, and his M.B.A. from Duke University’s Fuqua School of Business. He holds the Chartered Financial Analyst® designation.
William C. Smith	Portfolio Manager	2020	Now
Biography	Will C. Smith, CFA®, Executive Director, joined Sterling Capital Management in 2015 and has investment experience since 2002. Will is a co-portfolio manager of the Fundamental Equity Mid Cap Value and Fundamental Equity Small Cap Value strategies. Prior to joining Sterling, he was an executive director with Goldman Sachs in London as the lead sell side analyst covering the global media and telecommunications sector. Prior to Goldman Sachs, he worked for Jefferies International as the lead sell side analyst covering the global media sector. Will received his B.E. in Structural Engineering from Vanderbilt University and his M.B.A. from the London Business School. He holds the Chartered Financial Analyst® designation.
Patrick W. Rau	Executive Director	2016	2024
Biography	Patrick W. Rau, CFA, is an Managing Director of Sterling Capital. He has been with Sterling Capital and its predecessors since 2001 and has investment experience since 1991. From 1999-2001, Mr. Rau served as Co-Portfolio Manager for Bank of America Capital Management. Mr. Rau is a graduate of Duke University where he received his A.B. in Political Science. He received his M.B.A. from Vanderbilt University. He is a CFA charterholder.
Timothy P. Beyer	Portfolio Manager	2005	2020
Biography	Mr. Beyer,CFA, is a Managing Director of Sterling Capital. He has been with Sterling Capital and its predecessors since 2004 and has investment experience since 1989. From 2003-2004, Mr. Beyer served as Portfolio Manager for AIM Investments. From 2000-2002, Mr. Beyer worked at USAA. Mr. Beyer served on the Council of Examiners for the CFA Institute for four years and a CFA grader for seven years. He is a graduate of East Carolina University where he received his B.S.B.A. in Finance. He is a CFA charterholder.
Patrick W. Rau	Executive Director	2005	2006
Biography	Patrick W. Rau, CFA, is an Managing Director of Sterling Capital. He has been with Sterling Capital and its predecessors since 2001 and has investment experience since 1991. From 1999-2001, Mr. Rau served as Co-Portfolio Manager for Bank of America Capital Management. Mr. Rau is a graduate of Duke University where he received his A.B. in Political Science. He received his M.B.A. from Vanderbilt University. He is a CFA charterholder.
Richard B. Jones	Vice President, Portfolio Manager	2005	2005
Biography	Jones is a vice president and portfolio manager with Branch Banking and Trust Company, his employer since 1987. Prior to joining the firm, he worked for Bank One Trust Company for four years. Jones holds Chartered Financial Analyst designation.
Buel S. Sears	Vice President, Investment Officer	1996	2005
Biography	Sears serves as senior vice president and has been a portfolio manager with the BB&T Mid Cap Value Fund (formerly OVB Equity-Income Fund) since 1997. Previously, he was a vice president and trust investment officer for Huntington Banks where he managed the Huntington's West Virginia Trust Investment Group. Sears is a Chartered Financial Analyst and a member of the Association for Investment Management and Research.
James R. Thomas	Vice President, Portfolio Manager	1996	1997
Biography	Thomas serves as vice president and portfolio manager with One Valley Bank, his employer since 1988. Previously, he was a financial analyst for RepublicBank in Dallas, Texas. Thomas holds the Certified Public Accountant designation.

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