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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Sterling Capital Management LLC | Managing Director | Apr 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 Investments | Portfolio Manager | Jan 1995 to Jan 2001 | Co-manager of Nations Convertible Securities from 1998 to 2001 Equity analyst from 1995 to 1998 | 
| Interstate/Johnson Lane | Research Associate | Jan 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 (13)
| Name | Role | Location | 
|---|---|---|
| Director, Portfolio Manager | Charlotte, NC , United States | |
| JJeremy Paul Lopez | Director, Senior Equity Research Analyst | Virginia Beach, VA , United States | 
| Director, Portfolio Manager | Conshohocken, PA , United States | |
| Director and Research Analyst | Charlotte, NC , United States | |
|  | Fixed Income Analyst | Charlotte, NC , United States | 
| Senior Managing Director, Chief Investment Officer-Head of Equity | Charlotte, NC , United States | |
| BBrent Barton | Director and Senior Analyst | Charlotte, NC , United States | 
| Investment Analyst | Raleigh, NC , United States | |
| EEdward Mak | Global Managing Director | San Francisco, CA , United States | 
| GGlenn Dellinger | Director - Corporate credit analyst | Jupiter, FL , United States |