The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.
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Trend Following
Quantitative, Rules-based
We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.
Security Selection
The Most Complex Question
We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.
Trailing Stop Discipline
Quantitive, Rules-based
We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.
Our investment management style was developed to fill a gap in the marketplace. The disciplines we’ve created provide guidelines regarding when we buy, what we buy, and when we sell, with the aim of limiting downside risk and providing satisfying returns over a market cycle.
Learn MoreOur strategies address a full range of investor goals. Whether you are looking for a complete outsourced solution or looking to combine us with existing managers, we have a variety of solutions that may be an ideal fit for your client's portfolio.
A fund that is best suited for investors seeking total return with a low risk tolerance.
The Fund’s two investment objectives are to provide long-term total return and to limit volatility and downside risk.
A suite of funds best suited for moderate investors who seek consistent levels of global stock exposure.
A fund suited for conservative investors seeking to preserve capital and provide benefits to high-income investors.
The Sierra Tactical Core Growth Fund seeks to produce satisfying long-term returns while limiting downside risk. It moves between equities, Treasuries, and cash.
A fund that is best suited for investors seeking total return with a conservative risk tolerance.
Finalist: Industry Awards category: Firms <25B AUM (2023)
Sierra Mutual Funds and Ocean Park Asset Management did not win the Asset Manager of the Year award noted above announced on October 11, 2023, as part of the MMI/Barron’s Industry Awards. Finalists were revealed in August 2023. These Industry awards, co-sponsored by the Money Management Institute (MMI) and Barron’s, were based on achievements since the last award announcements. There was no payment to MMI or Barron’s for the award nomination, fees are paid as part of the MMI membership.
Established in 1987 in Santa Monica, California.
Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD
$5.1B Assets Under Management across all affiliates as of 12/31/23*
The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.
