Category Archives: Fund News

Kewjin Yuoh, a Partner and a Portfolio Manager for Taxable Fixed Income, is part of the team managing several Lord Abbett funds, including Core Fixed Income, Income, Total Return, Short Duration Income, and Inflation Focused. Mr. Yuoh directs the

Every year LSA posts the update tax rate schedule and other important financial data for advisors to use with client and prospects.  The updated document is now available on the LSA website for active member to private label and use … Continue reading →

David Wright is a Managing Director of Sierra Investment Management, Inc., a fee-based registered investment advisory firm in Santa Monica, California, founded in 1987 with managed assets in excess of $1.7 billion. The private LSA manager interview is now available … Continue reading →

Upon returning from the PIMCO due diligence trip last week, we were provided a great website to access some timely information on Eurozone updates.  Please  CLICK HERE to learn more.

The Sierra Core Retirement Fund has recently created three new share classes, Class A1, Class I1 and Institutional Class Y (minimum $20 million, not yet active and available). If you have client accounts custodied on the No Transaction Fee (NTF) … Continue reading →

The small-cap Paradigm Value Fund (PVFAX) returned 11.31% in the first quarter of 2012, trailing the surging  Russell 2000 Value by 28 bps. It is typical that our low-beta, low-volatility approach will lag slightly or just barely keep up in … Continue reading →

LSA Manager Interview – Eric Cinnamond, CFA PARTICIPATE TODAY:  Click Here to Register Join LSA at 4:00 EST today as we discuss 2011 with one of the top small cap managers.  On the call we will explore how Eric was able to … Continue reading →

Aston to Soft Close the ASTON/River Road Independent Value Fund (ARIVX, ARVIX) Eleven Months After Opening *** THIS FUND WILL STILL BE AVAILABLE TO ALL LSA MEMBERS! *** All LSA members will be able to continue making new purchases into the … Continue reading →

 NUMBER ONE No mutual fund ranks higher than the Permanent Portfolio Fund with an overall rating of “A+”, or Excellent. The fund has maintained an A+ rating since December 2007. The Permanent Portfolio seeks to preserve and increase the purchasing … Continue reading →

  ASTON/River Road Independent Value Fund  (N: ARIVX) (I: ARVIX)   Fund Quarterly Commentary 3rd Quarter 2011 Stocks Plunge as Macro Risks Intensify Equity markets plunged during the third quarter as investors reacted to a string of negative macroeconomic events … Continue reading →

The small-cap market as proxied by the Russell 2000 index is down 13.03% from the beginning of August through August 24th. This compares to an 8.69% drop for the large-cap S&P 500. Small cap was still outperforming large cap over … Continue reading →