Sierra Tactical Risk Spectrum 30 Fund Investor Class (SRTNX)

Overview

The company operates as an investment fund that strategically diversifies its portfolio by allocating assets across various equity securities, encompassing different market capitalizations. It maintains a dynamic investment approach, focusing on achieving a balanced exposure to the equity market. Particularly, the fund aims to manage its equity investments so that, over a three-year period, the exposure to equity securities through the underlying funds averages between 15% to 30% of the total assets it manages. This calculated flexibility allows the fund to navigate through different market conditions while seeking to optimize returns for its investors. In terms of non-equity investments, the fund adopts an unrestricted investment strategy, enabling it to invest in a wide array of fixed income funds. These can vary greatly in terms of maturity and credit quality, thus affording the fund a broad spectrum of investment opportunities beyond equities to potentially bolster its portfolio and mitigate risks associated with market volatility.

Products and Services

• Equity Fund Investments

This service involves investing in a variety of equity securities through underlying funds, targeting an average exposure of 15% to 30% of the fund’s assets over a three-year period. This strategy is designed to provide investors with a balanced exposure to the equity markets, aiming for growth by capitalizing on the potential of equity securities across all market capitalizations.

• Fixed Income Fund Investments

The fund offers investments in fixed income funds without any constraints regarding maturity or credit quality. This approach allows for a flexible investment strategy in non-equity securities, providing the fund the latitude to explore various fixed income opportunities. The objective is to diversify the investment portfolio beyond equities, potentially reducing risk and enhancing returns through exposure to the fixed income market.