Disciplined Investing in
Mispriced Quality
B.D. Sterling is a research-driven investment project focused on investing in high-quality businesses at moments of temporary dislocation. Our philosophy centers on disciplined capital allocation, structured risk management, adaptive learning, and long-term stewardship. We are also actively developing proprietary AI tools, including Prism AI and a RAG knowledge system, to augment our fundamental research and enhance our decision-making process.
Portfolio Focus
Dislocated Quality Businesses
Track Record
Building a verified track record through disciplined execution
*The performance shown reflects results from a joint account used to build an auditable track record from 09/18/24 to 12/01/25. It is not the performance of a fund or registered investment adviser, and does not reflect the performance of outside client accounts. Past performance is not necessarily indicative of future results.
AI-Powered Investment
Research & Analysis
We're building advanced tools that combine artificial intelligence with fundamental analysis to enhance our research capabilities and decision making process.
Automated Research Pipeline
AI driven systems designed to process SEC filings, market data, and financial documents to surface investment relevant insights.
Predictive Analytics
Machine learning models that analyze historical patterns, sentiment data, and fundamental metrics to identify potential market dislocations.
Intelligent Risk Management
Advanced scenario analysis and stress testing powered by AI to model portfolio risks and optimize position sizing dynamically.
Our Core Principles
The foundational beliefs that guide every investment decision
Disciplined Capital Allocation
We allocate capital only when expected long-term compounding outweighs risk. Idle cash is preserved unless it can generate better risk-adjusted returns.
Structured Risk Taking
We embrace concentration but require each position to follow a clear thesis, scenario plan, and exit triggers. We act only on new material evidence.
Adaptive Learning
Markets are unforgiving teachers. We acknowledge what we don't know, invite dissenting analyses, and pivot when new facts emerge.
Aligned Stewardship
With 99% of our net worth in one account, we operate as disciplined stewards, fully accountable for every decision and outcome.
Frequently Asked Questions
B.D. Sterling is a research driven investment project and model portfolio operated by its portfolio managers. The strategy is executed through a jointly managed account to establish a real world track record under live market conditions.
B.D. Sterling buys high quality qualities that are simply mispriced. The mispricing can be due to sentiment, change in business model, macro events, corporate actions, legal actions. This incorporates our appreciation for high quality companies that compound at high rate over a long period of time, as well as special situations where a company has the ability to unlock value in a clear horizon. Providing a blend of uncorrelated alpha and taking advantage of the simple science of compounding.
Learning from the investment titans before us, we have adopted a concentrated portfolio strategy. Most of the model portfolio returns can be accredited to a select few names, and this is where we believe our concentration and energy should be focused on. "I like putting all my eggs into one basket, and then watching that basket very carefully." - Stanley Druckenmiller
Growth and value are not mutually exclusive. Value is in identifying opportunities where the market fails to reflect the company's underlying fundamentals and growth potential in the stock price. A higher than market P/E ratio does not disqualify a stock if its growth trajectory significantly surpasses market averages. Growth doesn't cancel out value, it can be the very reason value exists. In fact, many of the best value opportunities arise when the market underestimates the quality and sustainability of a company's growth.
We are actively developing proprietary AI systems to enhance our investment research capabilities. Our flagship projects include Prism AI, an AI-powered document analysis tool, a Retrieval-Augmented Generation (RAG) knowledge system, and an AI-driven portfolio allocation model. These tools augment human judgment rather than replace it, helping us process financial documents at scale while maintaining rigorous fundamental analysis.
Prism AI is our proprietary document analysis tool built specifically for investment research. It leverages a curated knowledge base of financial documents, including SEC filings, research reports, and internal analysis, to help our team synthesize competitive intelligence and validate investment theses. Prism is a research tool, not a chatbot; it helps us conduct deeper analysis without sacrificing rigor.
AI serves as a force multiplier for our research team. Our systems process SEC filings, market data, and financial documents to surface investment-relevant insights. Machine learning models analyze historical patterns, sentiment data, and fundamental metrics to identify potential market dislocations. Importantly, AI augments our judgment. It doesn't replace the rigor of fundamental analysis. Every AI-generated insight is reviewed and validated by our team.
Important Disclosures
The performance figures presented herein reflect results generated by B.D. Sterling Capital Management through proprietary portfolios and accounts managed by the portfolio manager using a consistent investment philosophy and substantially similar strategy throughout the duration of the track record.
Performance shown may include results achieved prior to the launch of any specific fund or series structure and is presented for informational purposes only. Results reflect the reinvestment of profits and do not reflect the impact of fees, expenses, or taxes that would be incurred in an actual investment vehicle. Individual investor results may differ materially due to differences in timing of capital contributions, withdrawals, cash balances, transaction costs, tax considerations, and portfolio implementation.
Benchmark data, including references to the S&P 500, is sourced from Interactive Brokers LLC. Index performance is provided for comparative purposes only and does not represent the performance of any investable product.
Past performance is not necessarily indicative of future results. All investments involve risk, including the potential loss of principal. This material is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any security. Our fiscal year begins on January 1 and ends on December 31 of each calendar year.
B.D. Sterling Capital Management is currently evaluating a potential strategic relationship with the Plainview platform. As of the date of this presentation, no definitive agreements have been executed, and the strategy is not currently operated on or affiliated with Plainview.
If finalized, it is anticipated that the strategy would be launched as a dedicated series within Plainview Securities Fund, L.P., a Delaware series limited partnership. Each series is offered under Regulation D, Rule 506(c), relies on the Section 3(c)(1) exemption under the Investment Company Act of 1940, and maintains segregated economics, expenses, and disclosures through a standalone series supplement.
Under the contemplated structure, Plainview would bear platform level regulatory and infrastructure costs, while strategy specific expenses, including administration, audit, compliance, custody, brokerage, and series specific legal costs, would be allocated to the applicable series. Management and performance fees would be charged at the series level and shared between Plainview and the strategy provider pursuant to documented agreements. Fund expenses such as administration and audit are borne by the Fund and allocated pro rata among investors based on their respective capital commitments and periods of participation.
Any future offering would be made solely pursuant to definitive offering documents. Terms, structure, and economics remain subject to change.