OUR INVESTMENT PHILOSOPHY

At Sierra Mutual Funds, our top priority is to provide a measure of risk management in uncertain markets. As such, risk control is a foundation of the Sierra investment philosophy. Our funds are managed with two goals:

  1. To limit downside risk (or drawdowns) of the overall portfolio.
  2. To reflect current market and manager views in order to provide satisfying returns for clients.

The result is a set of investment solutions that provide the potential for steady and modest capital appreciation with downside protection in market swoons.

 

STRATEGY OVERVIEW

Sierra offers two distinct mutual funds, the Sierra Core Retirement Fund and the Sierra Strategic Income Fund. Both funds seek to achieve two primary goals:

  1. Protect investment capital by using a sophisticated sell discipline to limit drawdowns, even in a month or quarter where the broader global markets are extremely volatile.
  2. To produce satisfying returns for the client.

Both funds are managed by a team of seasoned investment professionals that have more than 114 years of collective experience managing private accounts in the same investment style.

Sierra implements well-proven risk-limiting disciplines (similar to trailing stops) to each individual holding in order to moderate any sustained losses on the portfolio. Incremental value is added through tactical asset allocation and extensive diversification, reflecting the current market and manager views of the portfolio management team.

 

SIERRA CORE RETIREMENT FUND SIERRA STRATEGIC INCOME FUND

 

Past performance does not guarantee future results and there is no assurance that the Funds will achieve their investment objectives.

 

WE MAY HAVE WHAT YOU'RE LOOKING FOR

Sierra provides you a disciplined, time-tested, all-weather investment that has the potential to succeed in any market environment.

 

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SIERRA

If you have additional questions or are looking for more specific information, we would be happy to speak with you directly.

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