Sterling Active Fund Analysis
What is Sterling Active Fund?
Sterling invests in small and mid-cap European listed equities with a 24-year track record. It employs an engaged ownership approach to align shareholder and management interests. The fund holds only a small number of disclosed strategic investments at any time and operates without leverage or currency risk.
Location
Luxembourg
Employees
1-10
Founded
1999
Product Features & Capabilities
- Activist equity investments in small and mid-cap European companies
- Engagement to align shareholder and management interests
- No leverage or currency risk policy
- Disclosed strategic investments limited to small portfolio size
Use Cases
Engage management teams of small/mid-cap European companies to improve performance; Align shareholder and management interests through direct ownership; Monitor and influence corporate strategy of European listed equities; Provide long-term value enhancement through active ownership; Conduct due diligence on European small and mid-cap companies
Other Considerations
Founded in 1999; 24-year track record in European equity activism; No leverage or currency risk; Operates with a small portfolio of disclosed strategic investments; Active ownership approach to align shareholder and management interests; Fund launched October 2020, sub-fund January 2021; Closed Strategic Value Fund on September 30, 2021
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