Sterling Capital Small Cap Value Fund Institutional Shares (STSCX)

Overview

The fund is designed to cater to investors aiming to capitalize on the growth potential of small capitalization companies. By focusing its investments on common stocks and securities that can be converted into common stocks of small cap entities, the fund seeks to harness the dynamic nature and growth opportunities of these enterprises. The definition of small cap companies for the fund is tied to their market capitalizations being lower than that of the largest company listed in the Russell 2000® Index at the time of investment. This strategic selection criterion underscores the fund’s targeted approach towards investing in potentially high-growth, yet smaller companies by market capitalization standards.

Products and Services

• Investments in Common Stock
  

  The fund primarily invests in common stock of small capitalization companies. This includes direct investments in the shares of companies that the fund identifies as having high growth potential, fitting within the market cap range defined by its investment strategy. These investments aim to offer substantial returns by capitalizing on the equity performance of these smaller companies.

• Investments in Securities Convertible into Common Stock
  

  Additionally, the fund invests in securities that are convertible into common stock of small cap companies. This can include, but is not limited to, convertible bonds, debentures, notes, and preferred stocks that can be converted into common shares. This strategy not only diversifies the fund’s investment portfolio but also allows it to benefit from both the equity and debt market dynamics, providing a balanced blend of growth and security in its investment approach.