Sterling Capital Special Opportunities Fund Class C (BOPCX)

Overview

The Fund represents an investment platform that focuses on the acquisition of equity securities. By committing to invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities, the fund showcases a strong orientation towards stocks. Primarily, its investment focus is on domestically traded U.S. common stocks alongside U.S. traded equity stocks of foreign corporations, which include American Depository Receipts (ADRs). A distinctive feature of this fund is its multi-style investment approach. This approach is characterized by a diversification strategy not just across different capitalization levels, including small-cap, mid-cap, and large-cap stocks, but also through targeting both value and growth-oriented companies. This dual strategy allows for a balanced and diversified portfolio that aims to capture growth from different segments of the market while also seeking value opportunities that may be undervalued by the market.

Products and Services

The fund offers a range of investment products and services designed to cater to the varied needs of investors, segmented mainly by the type of equity securities it invests in and its investment approach:

• U.S. Common Stocks: The fund invests in a broad portfolio of domestically traded common stocks across different sectors. This includes investments in companies that have a strong track record of performance as well as potential for growth, thereby offering investors an opportunity to gain from the U.S. stock market's dynamics.
• U.S. Traded Equity Stocks of Foreign Companies (including ADRs): By investing in U.S. traded equity stocks of foreign companies, the fund provides investors with a chance to diversify internationally without the complexities of investing directly in foreign markets. ADRs, or American Depository Receipts, represent a significant part of this category, allowing investors to hold shares in non-U.S. companies more easily.
• Multi-Style Investment Approach: Adopting a multi-style investment approach allows the fund to diversify its portfolio across various capitalization levels and target both value and growth-oriented companies. This strategy aims to provide a balanced investment solution that captures the potential upside from different market segments while mitigating inherent risks. Through this approach, the fund seeks to achieve long-term capital growth by identifying undervalued opportunities and companies with solid growth prospects irrespective of their size.