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 09/30/16. The fund's latest filing disclosed 68MM in positions, representing 24% of the manager's regulatory AUM.

STERLING INVESTMENT StockAlpha

-4.5%
Top 25%
3yr StockAlpha Register for more...

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 INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.B 8.75% Financials 10.33% -0.4% 0 28%
BRK.A 7.28% Financials 10.57% -0.25% 0 8%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

STERLING INVESTMENT Portfolio Concentration

STERLING INVESTMENT Location

6262 NORTH SWAN RD.
SUITE 210
TUCSON, Arizona
UNITED STATES, 85718

STERLING INVESTMENT Contact Information

Phone Number: 520-293-3311
Fax Number: 520-292-1677
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A