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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sterling Capital Management LLC | Senior Portfolio Manager | May 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 US | Portfolio Manager | Feb 2003 to May 2004 | Manager of AIM Midcap Basic Value Fund. Top quartile performance during tenure. Investment philosophy and process same as current. |
| USAA | Senior Portfolio Manager | Feb 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 America | Portfolio Manager | Jan 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
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 | |
| Fixed Income Analyst | Charlotte, NC , United States |
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