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Sierra CIO St. Aubin Talks Trend Following and More on Excess Returns Podcast

In this episode, Jack and Justin talk trend following and conservative investing with Sierra Mutual Funds CIO James St. Aubin. They talk about Sierra’s unique banded moving average approach to trend following and how they utilize it to manage risk in client portfolios. The trio also discuss the importance of educating investors, what makes a good investment manager, quantitative vs discretionary management and a lot more.

The thoughts and opinions expressed in the segment are solely those of the person speaking as of 9/20/2023, and not necessarily those of Sierra and are provided for informational purposes only. Any opinion or estimate contained in this video is made on a general basis and is not to be relied upon by the listener as advice. The listener must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this segment, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.

0269-SI00XLAP 09262023

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The Sierra Mutual Funds are managed by Ocean Park Asset Management, LLC, an affiliate of Sierra Investment Management, Inc.