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A SoCal Fund Firm Sails Into the ETF Space

The team at a $5.3-billion-AUM (as of December 31), tactical quant shop in the Southland is entering the ETF space.

They’re also preparing to rebrand their mutual funds.

The thoughts and opinions expressed in the article are solely those of the person speaking as of 7/16/2024, and not necessarily those of Sierra and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.

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