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Some see a toy. We see a philosophy. When an object is aimed at your head, instinctively, you duck. This reflex is the guiding principle behind our investment process.

Repeatable Process

Rules-Based and Outcomes-Driven

We deliver our disciplined risk management through a rules-based investment approach. Our investment approach seeks to:   

  1. Mitigate downside risk
  2. Participate in global investment uptrends

For over 35 years, we’ve adhered to the same, systematic process to pursue these outcomes. While the market’s unpredictable, our approach isn’t.

Our Story

Systematic, But Tactical

An Alternative Approach

Ocean Park’s rules-based process invests tactically based on security price trends. And we can pursue opportunities beyond index benchmarks. All of this helps give our systematic approach the freedom it needs to manage risk and seek uptrends for advisors and their clients.

More on Our Investment Process
Trend Following

Trend Following

Quantitative, Rules-based

We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.

Security selection

Security Selection

The Most Complex Question

We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.

Trailing Stop Discipline

Trailing Stop Discipline

Quantitative, Rules-based

We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.