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Strategic Income Strategy

Available on TAMP Platforms

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 on each holding that rises as its price rises, and the holding is sold when price declines below the stop to help 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
Performance data quoted represents past performance and is not a guarantee of future returns.

Source of data is from December 31, 2011 to June 30, 2022

RESOURCES

Literature

Ocean Park | Literature

Historic Asset Positions: Strategic Income Strategy

January 23, 2023

A look at how the Ocean Park Strategic Income Strategy has tactically adjusted over the last 15 months as of December 31, 2022.

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Fact Sheets

Ocean Park Asset Management | Fact Sheets

Q4 2022 Strategic Income Strategy Fact Sheet

January 26, 2023

Ocean Park Strategic Income Strategy Fact Sheet as of December 31, 2022.

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Process in Motion

Ocean Park Asset Management | Process in Motion

Rules-Based Process in Motion: Strategic Income Strategy Ending February 28, 2023

March 14, 2023

Reflects how our truly tactical rules-based investment process reacted due to market movement through February 28, 2023.

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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.

Learn more about our
investment process

ALLOCATION POSITIONS

Current Positions

Allocations are subject to change.

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 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
OR VISIT OUR CONTACT PAGE

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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.

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© Copyright 2023 Ocean Park Asset Management, Inc. All Rights reserved.

Ocean Park Asset Management, Inc. is an SEC registered investment adviser.

Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (ADVISERINFO.SEC.GOV).