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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 Strategy accounts are diversified among typically eight or more High Yield Corporate Bond mutual funds. When each underlying HYCB mutual fund hits its proprietary Sell level, 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
Source of data is from January 01, 1989 to June 30, 2022
RESOURCES
Fact Sheets
Ocean Park | Fact Sheets
Tactical Bond Strategy Fact Sheet - Gross of Fees
July 19, 2022
Tactical Bond Strategy gross of fees fact sheet - for investment professionals - as of June 30, 2022.
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Literature
Ocean Park Asset Management | Literature
Performance Snapshot: Tactical Bond Strategy Through 8.31.2022
September 14, 2022
Performance analysis for the Ocean Park Tactical Bond Strategy, approved for investment professional use, and updated through August 31, 2022.
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Ocean Park | Literature
Tactical Bond Strategy Brochure
March 15, 2022
An alternative approach to a traditional asset class.
VIEW RESOURCEOcean Park Asset Management | Literature
Performance Snapshot: Tactical Bond Strategy Through 7.31.22
August 17, 2022
Ocean Park Tactical Bond Strategy: Performance Snapshot Through 7.31.22
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
Monthly Allocation Positions Breakdown
Historical Allocation Positions Breakdown
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† The primary benchmark for the Ocean Park Tactical Bond Strategy is the Bloomberg Barclays U.S. Aggregate Bond Index, which is a broad-based flagship benchmark that measures the nvestment 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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