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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 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.
RESOURCES
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.
VIEW RESOURCEOcean 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.
VIEW RESOURCEOcean 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.
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
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
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