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Philip Apelles
Equity Research Analyst at Sterling Capital Management LLC
About
Philip Apelles is Associate Director and Equity Research Analyst at Sterling Capital Management LLC in New York, NY, where he focuses on Equity Opportunities. He is responsible for analyzing and identifying investment prospects within public equities, leveraging both quantitative and qualitative research to support portfolio construction and strategic asset allocation for clients.
His sector focus centers on equity strategies, emphasizing companies with attractive valuations, strong operating growth, high profitability, and solid balance sheets, broadly covering large-cap and mid-cap stocks within the U.S. market. Philip also has expertise in ESG investing, supported by a certificate from the CFA Institute, and has worked on student-managed portfolios, notably the $5.8 million Jefferson Fund at the University of Virginia Darden School of Business, where he served as senior portfolio manager.
Philip earned his MBA from the Darden School of Business at the University of Virginia and holds a BA in Mathematics and Economics from Vanderbilt University. His career highlights include advancing capital appreciation and risk reduction in equity portfolios and applying robust operating metrics and risk controls to achieve outstanding performance in varied market conditions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Equity Research Analyst | Jan 2022 to Present | — |
| Fayez Sarofim & Co. | Equity Research Associate | Jan 2021 to Jan 2021 | — |
| Greater Than One | Data Strategist | Jan 2018 to Jan 2020 | — |
| Greater Than One | Consulting Analyst | Jan 2016 to Jan 2018 | — |
Education
University of Virginia Darden School of Business
MBA, Concentration in Asset Management
Vanderbilt University
Bachelor's, Mathematics & Economics
The Loomis Chaffee School
Others at Sterling Capital Management LLC (27)
| Name | Role | Location |
|---|---|---|
| Director, Portfolio Manager | Charlotte, NC , United States | |
| Executive Director and Portfolio Manager | Virginia Beach, VA , United States | |
| Portfolio Manager and Executive Director | Virginia Beach, VA , United States | |
| Executive Director, Portfolio Manager | Charlotte, NC , United States | |
J Jeremy Paul Lopez | Director, Senior Equity Research Analyst | Virginia Beach, VA , United States |
P Patrick Rau | Managing Director | Charlotte, NC , United States |
| Director, Portfolio Manager | Conshohocken, PA , United States | |
| Director, Portfolio Manager | Jupiter, FL , United States | |
| Director and Research Analyst | Charlotte, NC , United States | |
| Senior Portfolio Manager | Charlotte, NC , United States |
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