Sierra Tactical Risk Spectrum 30 Fund Institutional Class (SRTJX)

Overview

This company operates as an investment fund, focusing on delivering diversified exposure to its clients through a mix of equity and fixed income securities. It primarily targets to maintain, under normal market conditions, a strategic allocation of its assets in equity securities, ranging from 15% to 30% over a three-year period, encompassing a broad spectrum of market capitalizations. The fund is unique in its approach by not setting a predetermined allocation towards non-equity securities, thereby allowing for considerable flexibility in investing across various fixed income funds. This strategy enables the fund to dynamically adjust its investment approach without being constrained by the maturity or credit quality of the fixed income assets it selects, aiming to cater to the evolving investment landscape and the varying needs of its investors.

Products and Services

• Equity Securities Investment

  This product focuses on the acquisition of equity securities, targeting a diverse range of companies with varying market capitalizations. The aim is to maintain an average exposure of 15% to 30% of the fund's assets in equity securities over a three-year period. This strategy provides investors with the opportunity to benefit from the potential growth and earnings of companies across different sectors, contributing to the overall diversification of the investment portfolio.

• Flexible Fixed Income Investment

  This service offers investors access to a varied selection of fixed income securities without being restricted by the maturity or credit quality of the investments. The fund has the liberty to explore and invest in underlying fixed income funds, leveraging the potential for enhanced yield and diversification. This flexibility allows the fund to efficiently navigate the fixed income market, adapting to changes and seeking optimal investment opportunities for its clients.