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INVESTMENT OBJECTIVE AND STRATEGY
The Ocean Park Municipal Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk.
Returns are the result of or driven by interest income as well as increases in bond prices. The interest income from municipal bonds is tax-free at the federal (and sometimes state) level, providing a valuable benefit for clients in relatively high income tax brackets. The Strategy diversifies a client’s account among at least four (often up to ten) municipal bond mutual funds, including national and state-specific. Each holding is monitored daily and during declines, a proprietary stop-loss discipline is implemented with the goal of limiting drawdowns. The Strategy will be fully invested when there are many Buy signals and will, at times, be fully in cash when the universe of municipal bond mutual funds are showing Sell signals.
RESOURCES
Ocean Park Asset Management | Fact Sheets
Q4 2022 Municipal Bond Strategy Fact Sheet
January 27, 2023
Ocean Park Municipal Bond Strategy Fact Sheet as of December 31, 2022.
VIEW RESOURCEOUR INVESTMENT PROCESS
The foundation of our investment process begins with two very simple goals:
- Prevent large, unrecoverable losses and reduce volatility
- Produce satisfying, risk-adjusted returns over a market cycle
Whether it be a diversified or single asset strategy, all Ocean Park programs are managed with the same goal-based approach.
ALLOCATION POSITIONS
Current Positions
Allocations are subject to change.
Monthly Positions
Allocations are subject to change.
Historical Allocation Positions
to
Allocations are subject to change.
† The benchmark for the Ocean Park Municipal Bond Strategy is the Bloomberg Barclays Municipal Bond Index, which is an unmanaged index that is considered representative of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year. 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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