Sterling Capital Special Opportunities Fund Institutional Shares (BOPIX)

Overview

The entity described operates as an investment fund, which primarily focuses on equity securities. It is designed for investors looking to diversify their portfolio through domestic U.S. common stocks and U.S. traded equity stocks of foreign companies, including American Depositary Receipts (ADRs). Reflecting a multi-style investment strategy, the fund allocates assets across various capitalization levels and targets both value and growth-oriented companies. This approach allows the fund to adapt to different market conditions and investment opportunities, aiming for consistent returns over the long term. By stipulating that at least 80% of its net assets plus any borrowings for investment purposes are invested in equity securities, the fund commits to maintaining a concentrated focus on its primary market segment.

Products and Services

• Domestically Traded U.S. Common Stocks

  These are shares of U.S. companies that are traded on U.S. stock exchanges. The fund invests in a variety of sectors and industries, aiming to capitalize on the growth and profitability of American companies. This includes both large-cap companies known for their stability and smaller-cap companies with higher growth potential.

• U.S. Traded Equity Stocks of Foreign Companies (including ADRs)

  This category allows the fund to invest in equity securities of non-U.S. companies that are traded on U.S. exchanges. American Depositary Receipts (ADRs) are a popular way to invest in foreign companies, as they represent shares in foreign companies but trade on U.S. stock markets and are priced in U.S. dollars. This diversifies the fund's investment portfolio and offers exposure to global markets.

• Multi-Style Investment Approach

  The fund uses a disciplined investment strategy that incorporates both value and growth investing across different capitalization levels. Value investing focuses on undervalued companies with the potential for long-term growth, while growth investing targets companies that exhibit signs of above-average growth. By combining these approaches, the fund seeks to mitigate risk and potentially enhance returns, accommodating various investor preferences and market conditions.