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.
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.
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.
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.
Ms. Terri Spath, CFA, CFP® is Chief Investment Officer & Portfolio Manager at Sierra Mutual Funds. She is responsible for market and economic analysis, portfolio allocation, investment strategy and building client solutions at the firm. Terri previously served as Deputy Chief Investment Officer at Mercer Global Advisors. Her extensive experience in the financial services industry includes portfolio management and analyst responsibilities at Franklin Templeton, Fidelity Investments and RSF Capital Management.
Browse the latest press releases, news clipping and articles featuring Sierra Mutual Fund’s leadership.
11/22/2019
Barbara Doran of BD8 Capital Partners and Terri Spath, chief investment officer at Sierra Investment Management, talk about markets after the bell on CNBC’s “Closing Bell.”
WATCH VIDEO10/21/2019
Yahoo Finance's Julie Hyman, Adam Shapiro, Brian Sozzi and Terri Spath - Sierra Mutual Funds CIO discuss.
Watch Video10/14/2019
9/27/2019
Terri Spath, chief investment officer at Sierra Mutual Funds, discusses the U.S. equities, risks to the market and her outlook for markets and the U.S. economy
WATCH VIDEO