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The Ocean Park Tactical Bond Strategy may appeal to investors looking for a nontraditional bond holding that employs a disciplined risk management process. The Strategy employs a tactical, rules-based approach to access two typically uncorrelated asset classes: high-yield corporate bonds and long-duration U.S. Treasury bonds.
Q4 2023 Tactical Bond Strategy Fact Sheet
Ocean Park Tactical Bond Strategy Fact Sheet as of December 31, 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.
† 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.
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