in the news Archives - Sierra Investment Management

James St. Aubin joins LA-based $9bn RIA as CIO | Citywire (7-26-2022)

‘Ken, Dave and I speak for the whole Sierra team as we welcome James and Ryan to the team with no small measure of excitement,’ Schweiss stated ‘Both have impressive backgrounds in the investing world and in asset allocatio [...]

Sierra’s Dave Wright Discusses Moving Stock Holdings to Cash during Bear Market | Insider (6-24-2022)

Many of the hedge funds and investment firms that have held up during this year's market bloodbath proactively trimmed their stock holdings in favor of cash An asset manager who has beaten 91% of his peers during the bear market [...]

Co-founder David Wright: How to Be a ‘Genius’ in a Bear Market | Bloomberg Wealth (6-16-2022)

“If you’re ever in doubt, or if your brain is saying, ‘What if I just keep holding this stock for a few more days,’ if you want to be a genius, sell half of your position,” said David Wright, co-founder of Sierra Invest [...]

Sierra EVP of Investments on Money Life Podcast

Sierra EVP of Investment Management, Doug Loeffler, joins Chuck Jaffe’s Money Life podcast to discuss the current state of the markets and how we are using our rules-based investment disciplines to help navigate the current vol [...]

Sierra’s David Wright talks to Business Insider

“We’re in the early phases of the deepest bear market of my life” Sierra Co-Founder, David Wright, talked with Business Insider about the current state of the markets, what strategies he’s using to help minimize lo [...]

Co-founder David Wright Sees Parallels in Current Economic Scenario | Reuters (5-9-2022)

"The Fed has been as slow to respond to inflation as they’ve ever been, and that is leaving me seriously negative on equities," said David Wright, co-founder of $96 billion asset manager Sierra Investments Wright sees some para [...]

Sierra’s David Wright on Bloomberg Markets

Sierra Co-Founder, David Wright, joins Bloomberg Markets to discuss the current market volatility and where he thinks the bottom will be, provides his thoughts on the bond market, and why we use stops to help limit downside risk [...]

EVP of Investment Management Doug Loeffler Shares Outlook for Fixed Income Investing | TD Ameritrade (Video Segment from 4-20-2022)

Economy stock market news How is the 10-year treasury yield performing "Fixed income has gone from good to bad to downright ugly as ongoing supply chain issues have led to rising interest rates," says Doug Loeffler He weighs in o [...]

David Wright Discusses Stop-Loss Orders | Barron’s (4-8-2022)

Sierra Investment Management’s David Wright suggests using stop-loss orders with this and similar exchange-traded funds, given commodities’ volatility and their recent run-up READ THE FULL ARTICLE 0087-SI00-XLAP 11022 [...]

Sierra’s Doug Loeffler Discusses How Tactical Bond Management Delivers Value (Podcast Segment 3-28-2022)

Investors continue to need a balanced portfolio, including fixed income But the bond markets are challenging: Rates are low, duration risk is high, and runaway inflation is putting pressure on long-term rates “Buy and hold” f [...]