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Sterling Capital Small Cap Value Fund Institutional Shares (STSCX)

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48.59 -0.10    -0.21%
04/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 185.24M
Sterling Capital Stratton SmCp Val Instl 48.59 -0.10 -0.21%

STSCX Overview

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

Small Blend

Total Assets

185.24M

Expenses

1.05%

Inception Date

34071

Contact Information

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

Top Executives

Name Title Since Until
Andrew T. DiZio Vice President, manager 2015 Now
Biography Andrew T. DiZio, CFA®, Executive Director, joined the Stratton Funds team of Stratton Management Company in 2012 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Andy is Portfolio Manager of the Mid Cap Relative Value and Real Estate strategies and Associate Portfolio Manager of the Small Cap Value strategy. Prior to joining Sterling, he was vice president at Janney Montgomery Scott where he served as a Real Estate Investment Trust sector analyst. Andy received his B.S. in Finance with a minor in Economics from Pennsylvania State University. He holds the Chartered Financial Analyst® designation and is a member of the CFA® Society of Philadelphia and the CFA® Institute.
Gerald M. Van Horn Executive Director 2000 Now
Biography Gerald M. Van Horn, CFA, is an Executive Director, joined the Stratton Funds Team of Stratton Management Company in 1998 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 1996. Prior to joining Stratton Management Company, he served as an economic research analyst at Rightime Econometrics. Mr. Van Horn is a graduate of the College of New Jersey where he received his B.A. in Economics. He is a CFA charterholder and is a member of the CFA Society of Philadelphia and the CFA Institute.
Shawn M. Gallagher Portfolio Manager, Vice President 2015 2024
Biography Shawn M. Gallagher, CFA®, Director, joined the Stratton Funds team of Stratton Management Company in 2005 and Sterling Capital Management as part of a business acquisition in 2015. He has investment experience since 2003. Shawn is the lead Portfolio Manager of the Stratton Mid Cap Value product and Associate Portfolio Manager of the Stratton Small Cap Value and Stratton Real Estate products. Prior to joining Stratton, he served as an analyst in AT&T's Financial Leadership Program. Shawn received his B.S. in Finance from Pennsylvania State University. He is a CFA® charterholder and is a member of the CFA® Society of Philadelphia and the CFA® Institute.
James W. Stratton Founder, Chairman, CEO 2000 2006
Biography Stratton founded Stratton Management Company in 1972 and currently serves as chairman and chief executive officer. Stratton serves as a director of the following: Amerigas Propane Ltd., BE&K Corp., Teleflex, Inc. and UGI Corp., Inc. Previously, Stratton served as president and chief executive officer with Drexel Firestone and chairman of the board of trustees of Thomas Jefferson University. Stratton is a member of the Association for Investment Management and Research.
Frank H. Reichel Investment Officer 1993 2000
Biography Frank Reichel is TSW’s President and serves on the Board of Managers. He is also a Co-Portfolio Manager for the Small Cap Value and SMID Cap Value strategies using a process he created, which now serves as the foundation for all of the firm’s equity portfolios. Frank began his career in the investment industry in 1986. Prior to joining TSW in 2000, he was a Managing Partner with Stratton Management Company where he created and actively managed the Stratton Small Cap Value Fund. Frank has been profiled in several publications such as Forbes Magazine, Barron’s Magazine and The Washington Post for his accredited small cap investing style. He has also appeared as a guest on CNBC, CNN and Bloomberg television. Frank is a graduate of Dartmouth College and received his MBA from The Wharton School at the University of Pennsylvania. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society Virginia. In addition, Frank holds the Chartered Alternative Investment Analyst designation.
James W. Stratton Founder, Chairman, CEO 1993 1997
Biography Stratton founded Stratton Management Company in 1972 and currently serves as chairman and chief executive officer. Stratton serves as a director of the following: Amerigas Propane Ltd., BE&K Corp., Teleflex, Inc. and UGI Corp., Inc. Previously, Stratton served as president and chief executive officer with Drexel Firestone and chairman of the board of trustees of Thomas Jefferson University. Stratton is a member of the Association for Investment Management and Research.
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