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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.
Q1 2024 Municipal Bond Strategy Fact Sheet
Ocean Park Municipal Bond Strategy Fact Sheet as of March 31, 2024.
VIEW RESOURCERules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending June 30, 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 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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