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The Ocean Park Balanced Risk Model has two investment objectives: to provide long-term total return and to limit volatility and downside risk.
The Strategy’s multi-asset diversification strategy employs broad diversification across asset classes, markets, industries, and issuers. A passive “buy and hold” strategy is not employed. . The overall asset allocation of the Strategy is tactical, not fixed. It can and does change significantly over time, reallocating the Strategy in response to trend changes in the U.S. and global investment markets. As part of Ocean Park’s integrated risk-management methodology, the Strategy monitors each underlying holding daily, applying a proprietary trailing stop discipline to each holding (other than the affiliated funds, which employ the same discipline internally) to help limit the impact of any further decline in that holding on the overall Strategy.
Q4 2023 Balanced Risk Model Fact Sheet
Ocean Park Balanced Risk Model Fact Sheet as of December 31, 2023.
VIEW RESOURCERules-Based Process in Motion Snapshot: Balanced Risk Model Ending March 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2024.
VIEW RESOURCEThe foundation of our investment process begins with two very simple goals:
Whether it be a diversified or single asset strategy, all Ocean Park programs are managed with the same goal-based approach.
† 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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