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Sterling Capital Behavioral Large Cap Value Equity Fund Institutional (BBISX)
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27.77
-0.05
-0.18%
- Morningstar Rating:
- Total Assets: 2.08M
Sterling Capital Behav Lg Cp Val Eq Intl
27.77
-0.05
-0.18%
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BBISX Overview
On this page you'll find an in-depth profile of Sterling Capital Behavioral Large Cap Value Equity Fund Institutional. Learn about the key management, total assets, investment strategy and contact information of BBISX among other information.
Contact Information
Address
5th Floor,P.O. Box 9762
Providence,RI 02940-9762
United States
Providence,RI 02940-9762
United States
Phone
800-228-1872
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Robert W. Bridges | Co-Portfolio Manager | 2013 | Now |
| Biography | Robert W. Bridges, CFA®, Executive Director, joined Sterling Capital Management in 1996 and has investment experience since 1991. Bob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. He became part of Sterling's Equity Team in 2000 and from that time had 15 years of experience as a senior analyst supporting the firm's fundamentally-driven portfolios. In 2006, he embarked on a research project that led to the development of the firm's first behavioral finance investment strategy. This process led to the creation of the Sterling Behavioral Finance Small Cap Diversified Alpha Portfolio in 2008 and laid the groundwork for future expansion into other behavioral finance portfolios. Prior to joining Sterling, he worked as a research analyst and investment committee member at Bridges Investment Counsel. Bob received his B.S. in Business from Wake Forest University. He is a CFA® charterholder. | ||
| Robert O. Weller | Vice President | 2013 | Now |
| Biography | Robert O. Weller, CFA®, Executive Director, joined Sterling Capital Management in 2012 and has investment experience since 1996. Rob is an equity portfolio manager and co-head of the Factor Investing/Behavioral Finance team. Prior to joining Sterling, he was one of the founding members of the U.S. based Large Cap, Mid Cap and Multi Cap Behavioral Finance strategies in 2003 at J.P. Morgan Investment Management. He was responsible for the initial research on and implementation of the strategies. His day-to-day duties included portfolio management as well as ongoing behavioral, quantitative and qualitative research. During his tenure, the funds were listed multiple times in the Wall Street Journal as "Category Kings" for top-ranked performance and were all top quintile performers relative to their peer groups since inception. He helped grow an initial $4 million in seed capital to over $21 billion in assets under management. Rob joined J.P. Morgan in 1997. He left Investment Management in 2010 to return to the private bank to manage multi-asset class portfolios and subsequently head equities globally for the private bank's discretionary platform. He started his career at Legg Mason Wood Walker in 1996. Rob received his B.B.A. in Finance from Loyola University Maryland. He is a CFA® charterholder. | ||
| Stephen L. Morgan | Portfolio Manager | 2009 | 2013 |
| Biography | Mr. Morgan is an Executive Director of Sterling Capital. He joined BB&T Asset Management in 1999 and Sterling Capital through merger in October 2010. Mr. Morgan has over 25 years of investment experience and holds a B.S. in Finance & Accounting from American University in Washington, D.C. and an M.B.A. from Virginia Tech. | ||
| Ron T. Rimkus | Portfolio Manager | 2006 | 2009 |
| Biography | Ronald T. Rimkus, CFA, BB&T Asset Management in January 2006 as the Director of Core Equity. From 2000 to 2006, Mr.Rimkus managed a large cap core equity product for Mesirow Financial, Inc. Prior to joining Mesirow, Ron worked at Lincoln Capital Management, Inc. as an analyst in their Technology Group. Previously, Ron was a (generalist) analyst for Metropolitan West Capital Management. His background also includes equity analysis and portfolio management work at Brinson Partners and Ibbotson Associates, respectively. | ||
| Richard B. Jones | Vice President, Portfolio Manager | 1993 | 2006 |
| 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. | ||
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