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The Ocean Park Balanced Risk Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk.
The Model offers a diversified multi-asset portfolio designed for investors with a conservative risk profile. When equities are in an uptrend, the Strategy targets equity exposure between 15% and 30%. Equity exposure may vary above or below this range depending on market conditions.
The Model is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes. The Model seeks to participate opportunistically in global investment uptrends, while aiming to limit downside risk. Cash equivalents and/or short-term bond funds are held in the absence of uptrends. The Model may hold affiliated funds.
Ocean Park Asset Management | Fact Sheets
Q1 2024 Balanced Risk Model Fact Sheet
May 2, 2024
Ocean Park Balanced Risk Model Fact Sheet as of March 31, 2024.
VIEW RESOURCEOcean Park Asset Management | Process in Motion
Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending June 30, 2024
July 10, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through June 30, 2024.
VIEW RESOURCESince 1987, our Founders’ investment disciplines have sought to help investors limit downside risk and grow their wealth.
Through the years, we have remained committed to our tactical, rules-based investment process. Using our rules-based disciplines, we provide solutions that can complement investment portfolios, and strive to help advisors and their clients meet their investment goals.
We believe every good investment manager should be able to answer the questions “When do you buy?” “What do you buy?” and “When do you sell?” For us, the answers to those questions form the foundation of a tactical approach that has served investors for more than 35 years.
† The benchmark for the Ocean Park Balanced Risk Model is the Morningstar Conservative Allocation Category, which is comprised of portfolios which seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 15% and 30%. One cannot invest directly in an index or category, and unmanaged index or category returns do not reflect any fees, expenses, or sales charges.
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