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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 economic and market cycles. The Strategy invests in a diverse selection of mutual funds to access a wide range of income-oriented asset classes. As part of Ocean Park’s integrated risk-management discipline, the Strategy monitors each underlying holding daily, applying a proprietary trailing stop to each holding (other than the Sierra funds, which employ the same discipline internally) to limit the impact of any further decline in that holding on the overall Strategy. There are no set proportions or limits for the Strategy’s allocations.
RESOURCES
| Literature
Disciplined Risk Management Across Our Strategies
September 7, 2023
See the range of strategies we offer to fit various risk profiles and the features that span them, including a global equity opportunity set, opportunistic and diversified fixed income, trailing stops, and the ability to shift to 100% cash.
VIEW RESOURCEOcean Park Asset Management | Fact Sheets
Q2 2023 Strategic Income Strategy Fact Sheet
August 7, 2023
Ocean Park Strategic Income Strategy Fact Sheet as of June 30, 2023.
VIEW RESOURCEOcean Park Asset Management | Process in Motion
Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending August 31, 2023
September 13, 2023
Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2023.
VIEW RESOURCEOUR INVESTMENT PROCESS
The foundation of our investment process begins with two very simple goals:
- Prevent large, unrecoverable losses and reduce volatility
- 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.
ALLOCATION POSITIONS
Monthly Positions
Allocations are subject to change.
Historical Allocation Positions
to
Allocations are subject to change.
† 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
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