We currently have a single investment strategy called the “Sierra Madre Partners Core Strategy”. The goal of this investment strategy is to provide long-term capital appreciation along with current income. Investments can be made globally across all market caps.
In the Core Strategy, we utilize a barbell approach with growth companies on one side and dividend paying value companies on the other.
When it comes to growth, we look for companies that are disrupting the status quo, offering products or services that are creating new markets, taking market share from incumbents, and solving problems through innovation.
When it comes to dividend payers, we look for strong stable companies that have a history of paying and growing their dividends and companies that are likely to pay dividends in the near future.
Lastly, we save a portion of the portfolio to invest in situations where a business may be undervalued due to the following reasons: the industry is out of favor, short term disruption in the business, restructuring of business or change of management, and misunderstood or underfollowed companies.
Disclosure: Sierra Madre Partners, LLC is a registered investment advisor in the state of California. Advisory services are only offered to clients or prospective clients where Sierra Madre Partners and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance does not guarantee future results. Investing involves risk and possible loss of principal. Advice may not be rendered by Sierra Madre Partners unless a client service agreement is in place.