Sterling Growth Companies Fund

The Sterling Growth Companies Fund has a proven long-term track record of providing outperformance for our investors. The Fund is actively managed by an award-winning investment management team, which uncovers inefficiencies in the market where a company’s stock price is below its intrinsic value. These inefficiencies create opportunities for the Fund to outperform.

Proven and Repeatable Investment Methodology.

The Fund has a concentrated portfolio built with the investment management team’s best ideas, this has historically lead to long-term outperformance for our investors.

YTD 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
2.1% 8.1% 6.2% -1.2% 39.8% 5.9% 0.1% 47.2% 63.3% -49.1% 30.9% 19.3% 24.6% 12.9%

Fund performance is at June 30, 2017. Inception: March 12, 2004.

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