All fact Sheets
Get All The Latest Fact Sheets In One Location
VIEW ALLLog in to see exclusive content:
Available on TAMP Platforms
The Ocean Park Strategic Income Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk.
The Strategy offers exposure to an income-oriented portfolio. Income-oriented asset classes include, but are not limited to, government bonds, corporate bonds, floating rate notes, preferred securities, convertibles and master limited partnerships (MLPs). The Strategy may hold funds that primarily invest in either investment grade or non-investment grade securities.
The Strategy is unconstrained, tactically managed and invests in a diversified selection of income-oriented asset classes. The Strategy seeks to participate opportunistically in global uptrends in income-oriented funds, while aiming to limit downside risk. Cash equivalents and/or short-term bond funds are held in the absence of uptrends. The Strategy may hold affiliated funds.
Ocean Park Asset Management | Fact Sheets
Q1 2024 Strategic Income Strategy Fact Sheet
May 2, 2024
Ocean Park Strategic Income Strategy Fact Sheet as of March 31, 2024.
VIEW RESOURCEOcean Park Asset Management | Process in Motion
Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending June 30, 2024
July 10, 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 Strategic Income Strategy is the Bloomberg Barclays US 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 reflect any fees, expenses, or sales charges
ACTIVE ETF FUNDS
For performance and detailed fund information, please choose the ETF you would like to review:
Ocean Park Domestic ETF Ocean Park International ETF Ocean Park Diversified Income ETF Ocean Park High Income ETFLet's Get Started
There are many ways of integrating Ocean Park’s investment disciplines into your client’s portfolios. Let’s begin with a quick discussion to review how we can best enhance your client’s experience with our solutions.