The Challenges of Fundamental Management
Market-leading investment solutions backed by decades of strategic research and analysis. Sierra offers programs that suit the risk tolerance of conservative investors.
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"Investors are struggling to decide whether the economy and earnings are improving as seen in the frequent shift between growth and value stocks," says Sierra EVP of Investment Management, Doug Loeffler. He weighs in on the markets being satisfied with the inflation report, while consumers are expecting higher inflation. He believes that there is currently a record high gap between the demand for labor and supply.
Sierra's EVP of Investment Management, Doug Loeffler, breaks down a number of rising risks that investors should be keeping their eye on. One being that markets aren't cheap, and that 10-year treasury yields are much lower than recent inflation which is very unusual.
Our focus is on serving the needs of conservative investors whose primary objective is to preserve capital and achieve a moderate return on their investment.
LEARN MORE“At Sierra, we take the view that we cannot control or manage returns - the stock, bond, currency and commodity markets fluctuate significantly and unpredictably - but we can manage downside risk. And we believe our first priority is to keep our clients out of trouble.”
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Press Release | August 24, 2021 |
Santa Monica, CA (August 2021) – Sierra Investment Management, Inc., a firm focused on mitigating downside risk through their tactical investment disciplines, today announced that the firm has hired Skip Schweiss, CFP®, AIF®, as chief executive officer (CEO) of the Sierra Group of Companies, effective October 1, 2021.
Commentary | July 29, 2021 |
Fundamental managers are often renowned for making predictions. We've found that while a manager may be correct in their opinion, it may have some unintended consequences for clients. EVP of Investment Management, Doug Loeffler, shares his experiences and perspectives with you in this week's Market Minute.