NAV as of 12/8/2023
1 Day NAV Change as of 12/8/2023
NAV Total Return as of 12/8/2023
YTD (year to date) is a period, starting from the beginning of the current calendar year, and continuing up to the prior day's close.
YTD (year to date) is a period, starting from the beginning of the current calendar year, and continuing up to the prior day's close.
OVERVIEW
ASSET ALLOCATIONS
HOLDINGS
RESOURCES
RELATED
The Sierra Tactical Core Growth Fund seeks to produce satisfying long-term returns, while limiting downside risk. The Fund seeks to invest in underlying Equity funds exhibiting positive price trends diversified across geography, market capitalization and investment style.
Equity funds exhibiting negative price trends will be sold and reallocated to Government Bond funds or individual Treasury securities (“Treasuries”), conditionally based on a positive price trend signal. If neither Equities nor Treasuries are in an uptrend, the Fund will hold assets in Cash.
Disciplined Risk Management
We believe in disciplined risk management. This includes a tactical approach, rules-based decisions, consistency, and a focus on limiting drawdowns.
A Tactical, Rules-Based Investment Process
Our process includes a focus on trend following, broad asset-class diversification, securities exhibiting strong risk-adjusted returns, trailing stops to limit drawdowns, and the ability to move to 100% cash.
Team-Based Portfolio Management
Our investment management team has a combined 160 years of experience. All of our managers convene every day to review every asset class and every holding.
Allocations are subject to change.
Allocations are subject to change.
A Delicate Balance: October 2023