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 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 December 31, 2021

RESOURCES

Fact Sheets

Ocean Park | Fact Sheets

Tactical Bond Strategy Fact Sheet - Gross of Fees

November 1, 2021

Ocean Park Tactical Bond strategy gross of fees fact sheet - for investment professionals - as of September 30, 2021.

Literature

Ocean Park | Literature

Performance Analysis: Ocean Park Tactical Bond Strategy

January 13, 2022

Performance analysis for the Ocean Park Tactical Bond Strategy, approved for investment professional use, and updated through December 31, 2021.

Literature

Ocean Park | Literature

Tactical Bond Strategy Brochure

September 18, 2020

An alternative approach to a traditional asset class.

OUR 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.

Learn more about our
investment process

ASSET ALLOCATIONS

Monthly Allocation Breakdown

Historical Allocation Breakdown

† 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.