Strategic Income Strategy

Available on TAMP Platforms

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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.

Growth of $100,000 - After Fees

Updated Quarterly
Source of data is from December 31, 2011 to September 30, 2020

OUR INVESTMENT PROCESS

The foundation of our investment process begins with two very simple goals:

  1. Prevent large, unrecoverable losses and reduce volatility
  2. 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.

ASSET ALLOCATIONS

Monthly Allocation Breakdown

Historical Allocation Breakdown

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† The benchmark for the Ocean Park Strategic Income Strategy is the Bloomberg Barclays U.S. Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, U.S. dollar-denominated, fixed-rate taxable bond market. You cannot invest directly in an index or category and unmanaged index or category returns do not reflec any fees, expenses, or sales charges

FOR QUESTIONS
AND INQUIRIES

CALL 844-727-1813
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