STERLING INVESTMENT Overview
Sterling Investment Management Inc. is an investment advisor that manages 282.2 MM dollars in regulatory AUM and has 7 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 12/31/20. The fund's latest filing disclosed 141MM in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/20. The fund's latest filing disclosed 141MM in positions, representing 50% of the manager's regulatory AUM.
STERLING INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STERLING INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BRK.B | 8.14% | Financials | 23.19% | 0.14% | 0 | 36% | ||
| SCHO | 8.09% | ETF | -0.01% | -0.29% | 0 | 3% | ||
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FEATURED IN
STERLING INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John H. Payne | President / Director | September-1995 |
| Crandall L. Smith | Chief Compliance Officer | December-2009 |
STERLING INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STERLING INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis
Equities, Fixed-Income, Alternative Investments and Options – Sterling’s investment process combines "top down" global and macroeconomic analysis with disciplined fundamental individual security analysis to structure and manage investment portfolios. Fundamental analysis is the process of looking at economic and business indicators as investment selection criteria. These criteria are usually ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. Sterling considers macroeconomic factors, as well as factors specific to an individual security. Portfolio holdings are comprised of individual securities from a wide range of asset classes.
Macroeconomic factors considered by Sterling include, but are not limited to:
• General economic conditions
• Inflation trends
• Interest rates and the yield c...
Unlock Full Investment Process Description
A. Methods of Analysis
Equities, Fixed-Income, Alternative Investments and Options – Sterling’s investment process combines "top down" global and macroeconomic analysis with disciplined fundamental individual security analysis to structure and manage investment portfolios. Fundamental analysis is the process of looking at economic and business indicators as investment selection criteria. These criteria are usually ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. Sterling considers macroeconomic factors, as well as factors specific to an individual security. Portfolio holdings are comprised of individual securities from a wide range of asset classes.
Macroeconomic factors considered by Sterling include, but are not limited to:
• General economic conditions
• Inflation trends
• Interest rates and the yield c...
Unlock Full Investment Process Description
STERLING INVESTMENT Portfolio Concentration
STERLING INVESTMENT Location
6262 NORTH SWAN RD.
SUITE 210
TUCSON, Arizona
UNITED STATES, 85718
SUITE 210
TUCSON, Arizona
UNITED STATES, 85718
STERLING INVESTMENT Contact Information
Phone Number: 520-293-3311
Fax Number: 520-292-1677
Website: http://www.sterlinginvestmentmanagement.com
Fax Number: 520-292-1677
Website: http://www.sterlinginvestmentmanagement.com
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