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22.62
-0.02
-0.09%
🐂 모든 상승장이 똑같지는 않습니다. 11월의 AI 추천 종목에는 각각 20% 이상 오른 5 종목이 포함되어 있습니다.
종목 확인하기
Ocean Park Tactical All Asset Fund Institutional Class (SIRRX)
포토폴리오 추가/삭제
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13/11 - 지연 데이터. USD 통화
- 모닝스타 평가:
- 총 자산: 557.81M
Sierra Core Retirement R
22.62
-0.02
-0.09%
SIRRX 개요
이 페이지에서 Ocean Park Tactical All Asset Fund Institutional Class에 대한 상세 프로필을_x0008_ 확인해 보세요. SIRRX의 주요 관리, 총 자산, 투자 전략 및 연락처 정보에 대해 알아보세요.
연락처
주소
9301 Corbin Avenue Suite 333
Northridge,CA 91328-1160
United States
Northridge,CA 91328-1160
United States
전화
-
최고 경영진
| 종목명 | 헤드라인 | 재직 시작연도 | 기간 |
|---|---|---|---|
| James St. Aubin | Vice President, co-Portfolio Manager | 2024 | now |
| 전기 | 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 |
| 전기 | 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 |
| 전기 | 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 |
| 전기 | 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 |
| 전기 | 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 |
| 전기 | 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 |
| 전기 | 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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