Portfolio Management
Mary Weeks Fountain, CFA®
Managing Director
Co-Portfolio Manager
Mary Weeks started her investment career at Sterling Capital Management in 1985. She received her BA in Chemistry from the University of North Carolina at Chapel Hill. She holds the Chartered Financial Analyst® designation.
Brandon W. Carl, CFA®
Executive Director
Co-Portfolio Manager
Brandon started his investment career at BB&T Asset Management in 2001 and joined Sterling Capital Management through merger in 2010. He received his BS in Finance and Management from the University of South Carolina. He holds the Chartered Financial Analyst® designation.
Orton Chen, CFA®
Executive Director
Co-Portfolio Manager
Orton joined Sterling Capital Management in 2021 and has investment experience since 1998. Ort received his B.A. in Economics with concentrations in Finance and Accounting from Rutgers College and his M.B.A. in Finance from the Rutgers Graduate School of Management. He holds the Chartered Financial Analyst® designation.
Investment Objective
The Sterling Capital Diverse Multi-Manager Active ETF seeks long-term capital appreciation through strategies managed by sub-advisers that are majority diverse-owned (i.e., greater than 50 percent owned and/or controlled by persons of designated diverse background, including women, racial minorities, LGBTQ+ individuals, veterans, and disabled individuals). The fund seeks to achieve its objective by investing in U.S. large-cap and mid-cap strategies.
Investment Philosophy
Utilize a proprietary, quantitative-based asset allocation approach, which tests historical data to identify variables that have been predictive of asset class returns, to avoid emotional and cognitive biases that can lead to poor investment decisions
Employ a comprehensive investment manager due diligence process to identify strategies with characteristics that are historically associated with long-term relative performance consistency
Seek to combine complementary strategies to enhance the portfolio’s risk and return profile
Sub-Advisers to the Fund
Boston Common Asset Management LLC – Large Cap Value Allocation
GQG Partners LLC – Large Cap Growth Allocation
EARNEST Partners LLC – Mid Cap Core Allocation
Performance (as of 08.27.2021)
The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 888-637-7798. Total annual fund operating expenses are 0.65%. Please review the fund’s prospectus for more information regarding the fund’s fees and expenses. Market price returns are calculated using the closing price and account for distributions from the funds.
Quarter-End Performance (as of 06.30.2021)
The performance data quoted here represents past performance. Current performance may be lower or higher than the performance data quoted above. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that investor's shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month-end, please call toll-free 888-637-7798. Total annual fund operating expenses are 0.65%. Please review the fund’s prospectus for more information regarding the fund’s fees and expenses. Market price returns are calculated using the closing price and account for distributions from the funds.
Historical Premium/Discount
The table shows the premium or discount of the market price as a percentage of the NAV as well as the number of trading days the Fund traded within the given premium/discount range. This data is provided for information purposes only and is not intended for trading purposes. Past performance does not guarantee future results.
Portfolio Holdings (as of TBD)
* Holding data is provided “as of” the date indicated. Holdings are subject to change without notice. Holdings are provided for informational purposes only and should be not be considered a recommendation to buy or sell the securities listed.