In 1987, Ocean Park’s founders developed a differentiated approach to portfolio risk management. Today, the firm continues its aim of growing client wealth through two objectives: 1. participate opportunistically in global investment uptrends and 2. use a tactical discipline to help limit downside risk.
Founders David Wright, JD and Kenneth Sleeper, MBA, PhD, were pioneers in disciplined risk management, opening their first firm only days before the infamous Black Monday. Since the beginning, they’ve sought to help clients grow wealth and achieve their investment goals, diligently serving clients through even the most severe market downturns.
We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.
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
The Most Complex Question
We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.
Trailing Stop Discipline
Quantitive, Rules-based
We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.
Client-Ready Material
Webcasts & Videos
Foundational Product Information
Client-Ready Material
Webcasts & Videos
Foundational Product Information
Webcasts & Videos