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Patrick Rau

Managing Director at Sterling Capital Management LLC

Charlotte, NC , United States

About

Patrick Rau is Managing Director at Sterling Capital Management LLC in Charlotte, NC, where he leads portfolio management for mid and small cap value strategies. He has been instrumental in managing the firm's Mid Cap Fundamental Value portfolios, applying rigorous financial analysis and strategic investment insights to deliver strong results for institutional and private clients. His responsibilities have included overseeing equity analysis, asset allocation, and driving the firm's investment process across key value-oriented equity sectors.

With over two decades of experience, Patrick previously held significant roles at Bank of America Investments and Interstate Johnson Lane, focusing on portfolio management and equity research. He is recognized for his expertise in financial modeling, security analysis, and the management of equity portfolios, with particular focus on mid and small cap U.S. equities and value investing strategies.

Patrick earned his MBA in Finance from Vanderbilt University's Owen Graduate School of Management and holds a bachelor's degree in Political Science from Duke University. Notably, Sterling Capital announced his planned retirement effective April 1, 2025, marking the end of a distinguished career where he made significant contributions to portfolio strategy design and value investing within the asset management industry.

Career History

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCManaging DirectorApr 2001 to Present
Co-manager of Sterling Mid Cap Value from 2020 to present Lead manager of Sterling Small Cap Value from 2016 to 2022 Equity analyst (generalist) from 2001 to 2016
Bank of America InvestmentsPortfolio ManagerJan 1995 to Jan 2001
Co-manager of Nations Convertible Securities from 1998 to 2001 Equity analyst from 1995 to 1998
Interstate/Johnson LaneResearch AssociateJan 1993 to Jan 1995
Research assistant to the textile and special situation analysts.

Education

Vanderbilt University - Owen Graduate School of Management

MBA, Finance

1991 1993

Duke University

AB, Political Science and Government

1985 1989

Others at Sterling Capital Management LLC (27)

NameRoleLocation
Byron Mims
Byron Mims
Director, Portfolio ManagerCharlotte, NC , United States
Colin Ducharme
Colin Ducharme
Executive Director and Portfolio ManagerVirginia Beach, VA , United States
Daniel Morrall
Daniel Morrall
Portfolio Manager and Executive DirectorVirginia Beach, VA , United States
Jeff Ormsby
Jeff Ormsby
Executive Director, Portfolio ManagerCharlotte, NC , United States
J
Jeremy Paul Lopez
Director, Senior Equity Research AnalystVirginia Beach, VA , United States
Shawn Gallagher
Shawn Gallagher
Director, Portfolio ManagerConshohocken, PA , United States
Stephen Freilich
Stephen Freilich
Director, Portfolio ManagerJupiter, FL , United States
Tab Williams
Tab Williams
Director and Research AnalystCharlotte, NC , United States
Tim Beyer
Tim Beyer
Senior Portfolio ManagerCharlotte, NC , United States
Arimey Altimari
Arimey Altimari
Fixed Income AnalystCharlotte, NC , United States
Showing 1-10 of 27 team members

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