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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.
RESOURCES
Ocean Park | Literature
Tactical Bond Strategy Brochure
March 15, 2022
An alternative approach to a traditional asset class.
VIEW RESOURCEOcean Park Asset Management | Fact Sheets
Q4 2022 Tactical Bond Strategy Fact Sheet
January 26, 2023
Ocean Park Tactical Bond Strategy Fact Sheet as of December 31, 2022.
VIEW RESOURCEOcean Park Asset Management | Literature
Performance Snapshot: Tactical Bond Strategy Through September 30, 2022
November 18, 2022
Performance analysis for the Ocean Park Tactical Bond Strategy, approved for investment professional use, and updated through September 30, 2022.
VIEW RESOURCEOcean Park Asset Management | Literature
Performance Snapshot: Tactical Bond Strategy Through October 31, 2022
November 21, 2022
Performance analysis for the Ocean Park Tactical Bond Strategy, approved for investment professional use, and updated through October 31, 2022.
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 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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