Disciplined Risk Management

Curb Your Enthusiasm

FIXED INCOME PORTFOLIO CONSTRUCTION AND THE IMPACT OF RISING RATES

<p style="text-align: center;"><em>Sierra’s Tactically Managed Strategies</em></p>

Sierra’s Tactically Managed Strategies

For more than 30 years we have been able to add value for advisors and their clients who appreciate the importance of total returns and mitigating downside risk. We believe in the importance of diversification, a strong defense, and the ability to sequence returns to provide a long distribution phase.

Sierra Tactical

All Asset Fund

A highly diversified mutual fund that is best suited for investors seeking total return with a conservative risk tolerance.

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Sierra Tactical

Bond Fund

The Fund’s two investment objectives are to provide long-term total return (the combination of yield and net price gains from the Underlying Funds) and to limit volatility and downside risk.

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Sierra Tactical

Core Income Fund

A highly diversified mutual fund that is best suited for investors seeking total return with a low risk tolerance.

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Sierra Tactical

Municipal Fund

A highly diversified mutual fund best suited for conservative investors who seek to preserve capital and provide benefits to high-income investors.

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Sierra Tactical

Risk Spectrum Funds

A suite of highly diversified mutual funds best suited for moderate investors who seek consistent levels of global stock exposure.

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5298-NLD-4/2/2019 | 5980-NLD-11/15/2019 | 1242-NLD-6/10/2021

Quotation Mark We take the view that we cannot control or manage returns – the stock, bond, currency and commodity markets fluctuate significantly and unpredictably – but we can manage downside risk. And we believe our first priority is to keep our clients out of trouble. Quotation Mark

Meet Our
Leaders

David C. Wright, JD

David C. Wright, JD

David C. Wright, JD, is Co-Founder, Managing Director, and Portfolio Manager at Sierra Mutual Funds. He jointly oversees all aspects of the organizations’ activities, including portfolio management, research, and client relationships. After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., then the largest investment banking firm west of Chicago, before co-founding Sierra in 1987 with Dr. Kenneth L. Sleeper.

Kenneth L. Sleeper, MBA, PhD

Kenneth L. Sleeper, MBA, PhD

Dr. Kenneth L. Sleeper, MBA, PhD is Co-Founder, Managing Director, and Portfolio Manager at Sierra Mutual Funds. He jointly oversees all aspects of the organizations’ activities, including asset management, research, and client relationships. With an extensive background in statistical and computer applications, Ken previously focused on advanced risk management, developing and refining computerized techniques for reducing downside risk, before co-founding Sierra in 1987 with David C. Wright.

In The
News

Browse the latest press releases, news clipping and articles featuring Sierra Mutual Fund’s leadership.

Sierra's CIO James St. Aubin on Money Life Podcast (Podcast Segment, 9/26/22)

9/28/2022

James St. Aubin, Chief Investment Officer for the Sierra Mutual Funds, says that investors can win right now by not losing, and while holding cash won't keep pace with high inflation, he says being on the sidelines waiting for the market "to show some productive trends" is a sound strategy for current conditions. St. Aubin says that while the Federal Reserve's clear mission is to tame inflation even if it means triggering a recession, the stock market will continue to respond badly until it has a more clear direction.

Business Insider (article 5/16/22)

5/16/2022

Sierra Co-Founder, David Wright, talked with Business Insider about the current state of the markets, what strategies he’s using to help minimize losses in a downturn, and his thoughts on the possibility of an extended bear market.

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