Webcasts & Videos
CIO Insights – June 14, 2024
Jun 18, 2024
In 1987, Sierra’s founders developed a differentiated approach to portfolio risk management. Today, the firm continues its aim of growing client wealth through two objectives: 1. participate opportunistically in global investment trends and 2. use a tactical discipline to help limit downside risk.
Founders David Wright, JD and Kenneth Sleeper, MBA, PhD, were pioneers in disciplined risk management, opening their first firm only days before the infamous Black Monday. Since the beginning, they’ve sought to help clients grow wealth and achieve their investment goals, diligently serving clients through even the most severe market downturns.
We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.
Although a finalist, Sierra Mutual Funds and Ocean Park Asset Management were not awarded Asset Manager of Year (for asset managers with less than $25B in AUM) when awards were announced on October 11, 2023. The MMI/Barron’s Industry Awards are co-sponsored by the Money Management Institute (MMI) and Barron’s. Finalists were announced in August, 2023. These awards are announced annually in October, based on achievements since the last award announcement. Sierra Mutual Funds and Ocean Park Asset Management did not directly compensate MMI or Barron’s for inclusion in the award nomination process, however both are members of MMI and pay fees to MMI for their membership.
Our mutual fund strategies address a full range of investor goals. Whether you are looking for a completely outsourced solution or to combine us with an existing manager, we have a variety of solutions that may be an ideal fit for your clients’ portfolios.
Tactical Bond Fund
Tactical Core Growth Fund
Tactical Core Income Fund
Tactical Municipal Fund
Tactical All Asset Fund
Tactical Risk Spectrum 30 Fund
Tactical Risk Spectrum 50 Fund
Tactical Risk Spectrum 70 Fund