Sierra Investment Partners, Inc

Description

Relative Value Equity & Balanced The Relative Value Equity & Balanced approach is long term and risk averse and utilizes a disciplined investment philosophy and process that combines price and intrinsic value. Investment results demonstrate that a portfolio of companies, selling at a relative and significant discount to their fair market value with positive company-specific catalysts, should have the greatest opportunity to consistently outperform the market. Learn More Concentrated Growth Equity & Balanced The investment process emphasizes high-quality companies that take advantage of business trends, demonstrate competitive strength, and have attractive returns on incremental invested capital. We believe that constructing a portfolio that concentrates investment within these industry-leading companies provides clients with exceptional added value over the long term. Learn More Mid Cap Value Equity The Mid Cap Value process is a fundamental, research-driven approach, which selects companies selling at compressed valuations relative to their intrinsic worth. We believe this approach provides us with securities that have an attractive discount, appreciation potential and a margin of safety that helps to insure the preservation of capital. Learn More Small Cap Value Equity The goal of the Small Cap investment approach is to provide superior risk-adjusted returns and consistently outperform the Russell 2000 Value Index over a full market cycle. We accomplish this by creating portfolios of companies we expect to exceed “street” expectations and that trade at discount to our proprietary calculations of fair value. Learn More International Value Equity (Separate Account/Commingled Account) Our international value equity investment approach, which focuses on absolute value and long-term appreciation, distinguishes our portfolios from others. We believe international diversification provides investors with greater opportunity and may reduce overall portfolio risk. We seek value wherever it can be found. Country and industry weightings are residuals of the stock selection process, they do not drive it. This enables the incorporation of the best ideas into every portfolio, subject only to its specific geographic mandate and investment guidelines, which include the in-depth Sierra International Social Screening

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