Our company overview and company history offer a more in-depth view of our asset management process.
Since 1987, our focus on risk management and our disciplined “rules-based” investment style have remained the same. Each Sierra Mutual Fund serves a different purpose, yet all aim to accomplish two main goals for clients:
All our solutions rely on the original rules-based process developed by our co-founders, David C. Wright and Kenneth L. Sleeper. Rooted in math and decades of analysis, the process forms a decision framework for our Investment Management Team as they construct and manage portfolios. Our results affirm our position as a trusted partner to investors nationwide.
We employ some of the best money managers, analysts, and strategists in the industry – individuals with extensive experience in asset allocation, portfolio construction, analysis, trading, and manager and equity research. The Investment Management Team meets daily to review each holding in every account to limit drawdowns, reach a consensus on buy decisions, and act on sell signals – all with same-day execution. Team-based portfolio management is an important part of our risk-management discipline. A collaborative approach ensures the best investment ideas are raised for consideration so that navigation through all market and economic conditions is possible.
Over 35 years ago, our founders launched a big idea in a small garage. View seven short videos in which Founders David Wright and Kenneth Sleeper share the triumphs and challenges of the firm’s early years and how they became “pioneers in disciplined risk management.”