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Sierra Tactical Core Income Fund Class Y (0P0000UDAT)
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21.380
0.000
0.00%
26/07 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 15.55K
Sierra Strategic Income Fund Class Y
21.380
0.000
0.00%
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0P0000UDAT Overview
On this page you'll find an in-depth profile of Sierra Tactical Core Income Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of 0P0000UDAT among other information.
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 |
|---|---|---|---|
| Terri Spath | Vice President | 2018 | Now |
| 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. | ||
| Kenneth L. Sleeper | Portfolio Manager | 2011 | Now |
| Biography | With extensive background in statistical and computer applications, Dr. Sleeper has focused on risk management, developing and refining computerized techniques for timing bond and equity mutual funds. Dr. Sleeper has extensive managerial experience and was responsible for managing educational programs with budgets in excess of several hundred million dollars. Dr. Sleeper writes and speaks on various investment topics and can be seen regularly on KJLA TV, a financial news station in Los Angeles. Dr. Sleeper has been a guest speaker and panel participant at the Charles Schwab and First Trust/DATAlynx conferences for investment advisors. Dr. Sleeper currently serves on the First Trust/DATAlynx advisory board. He has an earned MBA and Ph.D. degrees from the University of Southern California. With extensive background in statistical and computer applications, Dr. Sleeper has focused on risk management, developing and refining computerized techniques for timing bond and equity mutual funds. Dr. Sleeper has extensive managerial experience and was responsible for managing educational programs with budgets in excess of several hundred million dollars. Dr. Sleeper writes and speaks on various investment topics and can be seen regularly on KJLA TV, a financial news station in Los Angeles. Dr. Sleeper has been a guest speaker and panel participant at the Charles Schwab and First Trust/DATAlynx conferences for investment advisors. Dr. Sleeper currently serves on the First Trust/DATAlynx advisory board. He has an earned MBA and Ph.D. degrees from the University of Southern California. | ||
| David C. Wright | Portfolio Manager | 2011 | Now |
| Biography | Mr. Wright holds a bachelor’s degree in Civil Engineering and a law degree. He served for several years as the head of quantitative research for a large brokerage firm, and organized an investment management group there. Mr. Wright and Dr. Sleeper set up an independent investment management company in 1987, that has grown to over $1.6 billion under management. 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. | ||
| 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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