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  • Envestnet
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Tactical Bond Strategy

Available on TAMP Platforms

INVESTMENT OBJECTIVE AND STRATEGY

The Ocean Park Tactical Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk.

 It uses a tactical approach to move between three uncorrelated asset classes: High Yield Corporate Bonds (HYCB), U.S. Treasuries, or Cash. Tactical Bond Model accounts are diversified among a number of HYCB mutual funds. When each underlying HYCB mutual fund hits its proprietary stop, we will move the relevant assets temporarily into a long-term Treasury bond fund (provided the Treasury fund is in an uptrend) until the next set of Buy signals in the HYCB funds. If the Treasury fund is not in an uptrend, we will instead move temporarily into a money-market fund until either the HYCB funds or Treasury fund gives a new Buy signal.

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 January 01, 1989 to June 30, 2022

RESOURCES

Literature

Ocean Park | Literature

Tactical Bond Strategy Brochure

September 22, 2023

An alternative approach to a traditional asset class.

VIEW RESOURCE

Fact Sheets

Ocean Park Asset Management | Fact Sheets

Q2 2023 Tactical Bond Strategy Fact Sheet

August 7, 2023

Ocean Park Tactical Bond Strategy Fact Sheet as of June 30, 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

Monthly Positions

Allocations are subject to change.

Historical Allocation Positions

to
Allocations are subject to change.

† The primary benchmark for the Ocean Park Tactical Bond 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. The secondary benchmark is the ICE Bank of America Merrill Lynch U.S. High Yield Master II Index, which tracks the performance of U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. One cannot invest directly in an index or category and unmanaged index or category returns do not reflect 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).