INVESTMENT OBJECTIVE AND STRATEGY
The Ocean Park Strategic Income Strategy seeks to achieve satisfactory Total Return – income and capital appreciation – over each market cycle, while limiting drawdowns, an approach that has in recent years been called absolute return.
It is a globally diversified strategy, with asset allocation tactically adjusted to reflect changes in the economy and market cycles. The Strategy invests in a diverse selection of mutual funds to access a wide range of income-oriented asset classes. A stop is placed under each holding that rises as its price rises, and the holding is sold when price declines below the stop to limit drawdowns even during periods of severe market declines. There are no set proportions or limits for the Strategy’s allocations.