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Ocean Park Tactical All Asset Fund Institutional Class (SIRRX)
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22.62
-0.02
-0.09%
00:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 557.81M
Sierra Core Retirement R
22.62
-0.02
-0.09%
- Overview
- Profile
- Historical Data
- Holdings
Ocean Park Tactical All Asset Fund Institutional Class Overview
On this page you'll find an in-depth profile of Ocean Park Tactical All Asset Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of SIRRX among other information.
Investment Strategy
The investment seeks to provide long-term total return (the combination of yield and net price gains from the underlying funds) and to limit volatility and downside risk. The fund is a "fund of funds". The Adviser seeks to achieve the fund’s investment objectives by investing in open-end investment companies (mutual funds) and exchange-traded funds (“ETFs”) using the Adviser’s multi-asset diversification strategy. The Adviser constructs the fund's broadly-diversified investment portfolio by investing at various times in a wide range of underlying funds that invest in various security and investment categories.
Contact Information
Address
9301 Corbin Avenue Suite 333
Northridge,CA 91328-1160
United States
Northridge,CA 91328-1160
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| James St. Aubin | Vice President, co-Portfolio Manager | 2024 | Now |
| Biography | James St. Aubin is Chief Investment Officer at Ocean Park Asset Management. He joined Ocean Park in July 2022. He has oversight of all Investment Management department activities, in collaboration with Sierra Co-founders David Wright and Kenneth Sleeper. His career of more than 20 years includes leadership roles in asset allocation, manager research and portfolio construction. James earned a Bachelor of Science in Finance from DePaul University and is a CFA® and CAIA® Charterholder. | ||
| Ryan A. Harder | Graduate Trainee Risk Management | 2023 | Now |
| Biography | Ryan earned a BA in Economics, with honors, from Brock University in Ontario, Canada, and a M.Sc. in International Securities, Investment and Banking form the ICMA Centre, University of Reading, in the United Kingdom. He is a CFA Charterholder. | ||
| Kenneth Lee Sleeper | Portfolio Manager | 2007 | Now |
| Biography | Dr. Kenneth L. Sleeper, MBA, PhD is Co-Founder, Managing Director, and Co-Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management and has over 31 years of industry experience. He jointly oversees all aspects of the organization’s activities, including asset management, research, and client relationships. With an extensive background in statistical and computer applications, Ken previously focused on advanced risk management, developing and refining computerized techniques for reducing downside risk, before co-founding Sierra in 1987 with David C. Wright. Kenneth earned MBA and PhD degrees from the University of Southern California. | ||
| Douglas Andrew Loeffler | Portfolio Management | 2022 | 2024 |
| Biography | Doug Loeffler has extensive experience in financial markets, including working as a quantitative analyst, equity analyst, equity portfolio manager, and fund-of-funds portfolio management. | ||
| David Chandler Wright | Managing Director | 2007 | 2023 |
| Biography | David C. Wright, JD, is Co-Founder, Managing Director, and Co-Portfolio Manager at Sierra Investment Management, the parent company of the Sierra Mutual Funds and Ocean Park Asset Management and has over 31 years of industry experience. He jointly oversees all aspects of the organization’s activities, including portfolio management, research, and client relationships. After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., then the largest investment banking firm west of Chicago, before co-founding Sierra in 1987 with Dr. Kenneth L. Sleeper. David earned a JD from University of Chicago and a BS, Civil Engineering, from Swarthmore College. Mr. Wright has served on the Board of the Los Angeles Chapter of AAII since 1984. He has often spoken for AAII and other investor groups, as well as several other professional organizations. Mr. Wright has also been quoted in the national press, such as in Mutual Funds magazine, and on television and radio. | ||
| Terri Spath | CIO (Chief Investment Officer) | 2018 | 2021 |
| Biography | Terri Spath is Chief Investment Officer at Sierra Investment Management. She jointly oversees the investment activities of the organization and appears frequently in the financial press. | ||
| Frank Barbera | Assistant Portfolio Manager | 2011 | 2016 |
| Biography | Mr. Barbera began serving as an Assistant Portfolio Manager in January 2011. Mr. Barbera served as Senior Director of Investment Management for Caruso Affiliated Holdings (“Caruso”) in Los Angeles, California from 2009 until 2010. He was a Columnist for Financial Sense from 2007 until 2009. He served as Marketing Director for Sierra Investment Management, Inc. from 2007 until 2009 and was Senior Portfolio Manager for Caruso from 2001 until 2007. Mr. Barbera graduated from the University of Southern California (USC) with a BA in Economics from the School of Liberal Arts, and Computer Science from the School of Engineering. He holds the CMT (Chartered Market Technician) designation, and has been prominent as an investment analyst for over 20 years, most recently managing over $1 billion for Caruso. Mr. Barbera began working in the investment industry in 1986, and was an on-screen analyst for Financial News Network, then The Business Channel in Los Angeles, for elev en years before becoming a portfolio manager at the Kavanaugh Fund from 1999 until 2001, when he began managing part, then all of the financial assets of Caruso. | ||
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