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The Tactical Allocation Model blends the downside protection discipline employed by Ocean Park Asset Management (Ocean Park) with the dynamic equity investment process of Advanced Asset Management Advisors (AAMA). The objective is to participate in equity returns while maintaining a component of downside risk protection. The Sierra Tactical Bond Fund moves between high yield corporate bond funds (HYCB), long-duration Treasury bond funds, or cash. A trailing stop is placed under each HYCB fund holding and a position is sold when its price declines below its stop. Those proceeds are re-invested in long-term Treasury Bond funds if those are in an uptrend, or in cash, until an uptrend in HYCB funds resumes. Ocean Park uses this same buy and sell discipline to manage the other holdings in their segment of the Model which have been in place at the firm for its three-decade history. AAMA’s management employs a multi-step process that combines stocks of any market capitalization using research, valuation, and stock selection. Relative valuation and market environment views are coupled to develop rankings by relative attractiveness and to determine weighting in the portfolio. This combination of aggressive equity and income-oriented asset classes is designed to participate in the most attractive areas of the U.S. stock market while providing some cushion against severe decline.
Ocean Park Asset Management | Fact Sheets
Q3 2023 Tactical Allocation Model Profile Sheet
October 30, 2023
Ocean Park Tactical Allocation Model Profile Sheet as of September 30, 2023.
VIEW RESOURCEThe foundation of our investment process begins with two very simple goals:
Whether it be a diversified or single asset strategy, all Ocean Park programs are managed with the same goal-based approach.
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