STERLING GLOBAL Overview

Sterling Global Strategies Llc is an investment advisor that manages 339.4 MM dollars in regulatory AUM and has 7 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 558MM in positions, representing 164% of the manager's regulatory AUM.

STERLING GLOBAL StockAlpha

-8.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

STERLING GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
DEEF 22.68% ETF -7.39% -1.84% 3 0%
GSLC 13.76% ETF 0.39% -0.09% 9 0%
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FEATURED IN
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STERLING GLOBAL Founders and Key Employees

Name Title In Position Since
Michael S. Haig Chief Executive Officer October-2010
Gregory J. Carroll Chief Compliance Officer And President October-2010
Mark W. Eicker Chief Investment Officer June-2014

STERLING GLOBAL Brokers, Custodians, Auditors and Administrators

Type Company

STERLING GLOBAL Investment Strategy

ITEM 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES & Risk of Loss

Your participation and the client’s delivery of accurate and complete information are critical to this process. Investment strategies may be based upon a number of factors determined by the type of investor. Sterling Global Strategies LLC provides advisory services for multiple portfolios designed to help meet the varying needs of investors. The primary adviser selects the strategy combination best suited to their individual needs after clients have defined their objectives, risk tolerance and time horizons.

Portfolio holdings are generally derived through methods associated with quantitative analysis. We place more emphasis on “technical” screens rather than “fundamental” screens. Investors should not expect to remain fully invested at all times as most of our advisory programs maintain the ability to move into “money market” or “defensive” positions. Additionally, some of the other a...
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STERLING GLOBAL Portfolio Concentration

STERLING GLOBAL Location

1808 ASTON AVE., SUITE 245
CARLSBAD, California
UNITED STATES, 92008

STERLING GLOBAL Contact Information

Phone Number: 760-603-8881
Fax Number: 760-603-8882
Website:

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