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The Ocean Park Municipal Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk.
Returns are created from interest income as well as fluctuations 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 both directly and indirectly in at least four municipal bond mutual funds which may include national and state-specific. Each holding is monitored daily and during declines, a proprietary trailing stop 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.
Q4 2023 Municipal Bond Strategy Fact Sheet
Ocean Park Municipal Bond Strategy Fact Sheet as of December 31, 2023.
VIEW RESOURCERules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy 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 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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