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Tim Beyer

Tim Beyer

Senior Portfolio Manager at Sterling Capital Management LLC

Charlotte, NC , United States

About

Tim Beyer, CFA, is a Senior Portfolio Manager at Sterling Capital Management LLC based in Charlotte, NC, where he guides portfolio construction and security selection for institutional and individual clients. His primary focus is on U.S. equities, with specialized expertise in small, SMID, and mid-cap value strategies, employing both quantitative and qualitative analysis to identify undervalued businesses with strong cash flows, robust returns on capital, and sustainable competitive advantages. Beyer utilizes scenario analysis and deep sector research to drive investment decisions across diversified economic sectors, emphasizing intrinsic value and risk-controlled diversification.

With over two decades of investment management experience, Beyer previously served as a Portfolio Manager at Invesco US and as Senior Portfolio Manager at USAA before joining Sterling Capital Management in 2004. Throughout his tenure at Sterling, he has managed notable strategies including the Stratton Relative Small Cap Value and Stratton Relative Mid Cap Value portfolios, and has contributed to the firm's Advisory Solutions platform and multi-cap, multi-style equity products.

Beyer holds a Bachelor of Business Administration in Finance from East Carolina University and the Chartered Financial Analyst (CFA) designation. He is recognized for his disciplined approach to fundamental and scenario-based investment, and his thought leadership has been featured in industry publications such as Value Investor Insight.

Career History

OrganizationRoleDate RangeDetails
Sterling Capital Management LLCSenior Portfolio ManagerMay 2004 to Jun 2020
Manager of the Sterling Capital Midcap Value strategy consisting of institutional accounts (pensions, foundations, unions, DB plans, 401k plans, sub-advisory) and a mutual fund. Excellent 15-year perf...
Invesco USPortfolio ManagerFeb 2003 to May 2004
Manager of AIM Midcap Basic Value Fund. Top quartile performance during tenure. Investment philosophy and process same as current.
USAASenior Portfolio ManagerFeb 2000 to Feb 2003
Launched and managed the USAA Value Fund and managed USAA Balanced Strategies Fund. Performance in top 1% during tenure. Numerous industry awards and media interviews. Investment philosophy and pro...
Bank of AmericaPortfolio ManagerJan 1988 to Jan 2000
Senior Portfolio Manager and Director of Asset Allocation (1996-2000). Co-managed (not lead) $4B large cap value mutual fund, common trust fund, and institutional accounts. Worked closely with the C...

Education

East Carolina University

Bachelor of Business Administration - BBA, Finance, General

1985 1988

Skills & Expertise

Equity Research
Leadership
Management
Investments
Microsoft Office
Research
Executive Compensation Planning
Portfolio Management
Investment Strategies
Valuation
Equity Research Analysis
Capital Allocation
Investment Management
Corporate Governance
Financial Analysis
Equities
Esg

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
P
Patrick Rau
Managing DirectorCharlotte, NC , 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
Arimey Altimari
Arimey Altimari
Fixed Income AnalystCharlotte, NC , United States
Showing 1-10 of 27 team members

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