Performance

At Sherpa Asset Management, our skill set and our ability to effectively employ alternative investment strategies have allowed us to successfully protect capital during market declines, generate yield in flat markets and provide meaningful upside capture, thereby achieving superior risk-adjusted returns (i.e. providing the highest possible return given the risk profile of each investment).

The investment methods that Sherpa offers investors are the result of decades of research and testing in capital and equity markets.  Our investment approach is conservative yet dynamic―conservative in that we invest in a well-diversified portfolio of high quality holdings and implement measures to protect the portfolio from market downturns; dynamic in that we have the skills and tools to implement our strategies effectively and our active approach allows us to make adjustments that optimize profitability and minimize risk.  The management team’s extensive portfolio management experience allows us to effectively navigate volatile equity markets and deliver the core objectives of capital preservation, yield generation and upside capture.