The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.Watch
We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.
The Most Complex Question
We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.
Trailing Stop Discipline
We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.
Finalist: Industry Awards category: Firms <25B AUM (2023)
Sierra Mutual Funds and Ocean Park Asset Management did not win the Asset Manager of the Year award noted above announced on October 11, 2023, as part of the MMI/Barron’s Industry Awards. Finalists were revealed in August 2023. These Industry awards, co-sponsored by the Money Management Institute (MMI) and Barron’s, were based on achievements since the last award announcements. There was no payment to MMI or Barron’s for the award nomination, fees are paid as part of the MMI membership.
CIO Insights: February 5, 2024
What’s the one adjective that Fed Chair Powell continues use when discussing the path back to 2%? Find out in this installment of CIO Insights, where CIO James St. Aubin recaps important data from last week’s Fed meeting, discusses why January’s payroll report prompts a need for easing policy caution and patience, and shares why S&P downgrades are not holding true this earnings season.
CIO Insights: December 15, 2023
In this edition of CIO Insights recorded on December 15, 2023, James St. Aubin discusses a a significant week for financial markets - perhaps one of the most significant of the year.
Disciplined Risk Management
Learn about our investment process that is based on two goals. The first goal is to keep clients out of trouble and limit the effects of sustained market declines on client accounts, and the other is to satisfy risk-adjusted rates of return over a full market cycle.
The Value of Tactical in Every Portfolio
Why tactical investment management is so important to have in every client portfolio.
The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.