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Sterling Capital Special Opportunities Fund Institutional Shares (BOPIX)
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03/04 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 71.49M
Sterling Capital Special Opps Inst
24.63
-1.23
-4.76%
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BOPIX Overview
On this page you'll find an in-depth profile of Sterling Capital Special Opportunities Fund Institutional Shares. Learn about the key management, total assets, investment strategy and contact information of BOPIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in equity securities. It primarily invests in domestically traded U.S. common stocks and U.S. traded equity stocks of foreign companies, including ADRs. The fund uses a multi-style approach, meaning that it not only invests across different capitalization levels but may target both value- and growth-oriented companies.
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 |
|---|---|---|---|
| James L. Curtis | Analyst | 2023 | Now |
| Biography | James L. Curtis, CFA®, Executive Director, first worked at Sterling Capital Management from 1999 to 2001 and rejoined the firm in 2020. He has investment experience since 1996 and serves as Co-Portfolio Manager of the Special Opportunities strategy. Previously, he was the Co-Portfolio Manager for the SMID Opportunities strategy. Prior to rejoining Sterling, Jim was a Portfolio Manager and Senior Equity Analyst at Putnam Investments and was a Vice President at Tudor Investment Corporation, responsible for consumer-related investments at the $11B Raptor Global Fund in Boston. Most recently, he founded, and serves as managing principal of, Staghorn Capital Management, acting as Portfolio Manager of a global long-short hedge fund. Jim received his B.S.B.A. in Finance from the University of North Carolina at Chapel Hill’s Kenan-Flagler Business School and his M.B.A. in Finance from Emory University’s Goizueta Business School. He holds the Chartered Financial Analyst® designation. | ||
| Daniel A Morrall | Equity Analyst | 2021 | Now |
| Biography | Daniel A. Morrall, Executive Director, joined Sterling Capital Management in 2014 and has investment experience since 2001. Dan is the co-portfolio manager of the Special Opportunities strategy. Prior to joining Sterling, he worked as an equity analyst for Harber Asset Management and S Squared Technology LLC, technology-biased long/short funds. Dan also has experience as an investment banker at Bank of America Merrill Lynch. Prior to corporate finance, he worked at OutPurchase, a pre-IPO software startup in Silicon Valley. Dan received his B.S. in Business and Economics from Washington and Lee University, his M.B.A. from Columbia Business School, and his M.S.I.T. from Capella University. | ||
| Joshua L Haggerty | Executive Director | 2016 | 2023 |
| Biography | Joshua L. Haggerty, CFA®, Executive Director, joined the CHOICE Asset Management team of BB&T Scott & Stringfellow in 2005. In January 2013, the CHOICE team integrated with Sterling Capital Management and rebranded as the firm’s Equity Opportunities Group. Josh has investment experience since 1998. He is co-portfolio manager of the Special Opportunities strategy. Prior to joining the team, he worked for Vantage Consulting Group where his responsibilities included managing a long/short hedge fund. Josh received his B.B.A. in Finance from James Madison University. He holds the Chartered Financial Analyst® designation. | ||
| George F. Shipp | senior Managing Director and portfolio manager, CIO | 2003 | 2021 |
| Biography | Mr. Shipp is a Senior Managing Director of Sterling Capital since January 2013. He was previously a Senior Managing Director of CHOICE Asset Management, a department of Scott & Stringfellow, LLC (“Scott & Stringfellow”) (a wholly owned subsidiary of BB&T Corporation) and Chief Investment Officer of the CHOICE portfolios, separate accounts sponsored by Scott & Stringfellow. Prior to joining Sterling Capital, Mr. Shipp was with Scott & Stringfellow since 1982. Mr. Shipp is a graduate of the University of Virginia where he received his B.A. in Biology. He received his M.B.A. from the Darden Graduate School of Business at the University of Virginia. He is a CFA charterholder. | ||
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