Category Archives: Fund News

LSA Manager Interview with David C. Wright Managing Director Sierra Investment Management

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

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PIMCO Due Diligence Trip

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.

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Sierra Core Retirement Fund

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

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1Q update on Paradigm Value

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

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LSA Manager Interview – Eric Cinnamond, CFA

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

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Year-End Review for Private Client Portfolios

Year-End Review for Private Client Portfolios Please login to your LSA website to access the year-end presentation or for instant access,  CLICK HERE. While we are not making any revisions at this time, we are currently monitoring a few funds closely.  This video presentation will provide a … Continue reading

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Aston (ARIVX/ARVIX) Soft Close…..Not closed to LSA Members!

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

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Permanant Portfolio Fund

 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

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Aston Fund’s Quarterly Commentary

  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

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Paradigm Capital Management Update

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

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Interview with Walt Czaicki of AllianceBernstein

LSA FANN RADIO presents Walt Czaicki of Alliance Bernstein Click here to listen to the replay. Walt serves as a Senior Portfolio Manager (SPM) on the Blend Strategies team. His duties include periodic client service meetings, conference calls, consultant interfacing and final … Continue reading

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Eric Cinnamond’s Independent Value Fund (ARIVX)

The ASTON/River Road Independent Value Fund managed by Eric Cinnamond is the number 13th best performing of all domestic equity funds year-to-date as of yesterday’s market close, according to Morningstar.com.  It is also the number one performing small cap value … Continue reading

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