
Performance Snapshot: Strategies Through July 31, 2025
Aug 13, 2025
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.
Aug 13, 2025
Aug 08, 2025
Aug 07, 2025
Jul 24, 2025
Jul 05, 2023
The Ocean Park Municipal Bond Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk.
The Strategy offers exposure to municipal bonds of any credit quality and maturity. The Strategy will tactically allocate between municipal bond funds and cash equivalents and/or short term bond funds. The Strategy may also invest in state-specific municipal bond funds.
The Strategy seeks to participate opportunistically in municipal bond market uptrends. Cash equivalents and/or short-term bond funds are held in the absence of uptrends in municipal bonds. The Strategy may hold affiliated funds.