Strategic Income Portfolio

Ocean Park Asset Management, Inc. (Ocean Park) is a boutique/ emerging manager who designed an investment process in 1988 that has proven that risk management is a process, not a product. For nearly 30 years, this process has delivered low volatility and capital preservation for those clients who want to avoid unrecoverable losses. Our truly distinct process, paired with our goal-oriented, tactical and disciplined total return investment approach, has produced truly compelling results, and has positively reinforced our reputation as a trusted partner to advisors and investors nationwide.

David C. Wright, JD
Co-Portfolio Manager
Co-Founder
Kenneth L. Sleeper MBA, PhD
Co-Portfolio Manager
Co-Founder
  • Founded in 1988
  • 5 investment professionals
  • 35 employees
  • Globally unconstrained strategies featuring integrated risk management.
  • Manages or advises more than $2.6 Billion in client assets between separate accounts, and TAMPs.

H e a d q u a r t e r s
3420 Ocean Park Boulevard, Suite 3060
Santa Monica, CA 90405

Ocean Park Asset Management, Inc. is an SEC registered investment adviser. Investments employing Ocean Park strategies are NOT insured by the FDIC or by any other Federal Government Agency and MAY result in loss of principal.

Investment Strategy and Objectives

The Ocean Park Strategic Income strategy seeks to generate income, while limiting drawdowns and maintaining prospects for capital appreciation, an approach that has recently been called absolute return. The broad charter uses mutual funds to access income-oriented asset classes such as corporate, foreign and U.S. Treasury bonds, as well as income producing preferred and common stocks. There are no set proportions for the strategy’s allocations, allowing flexibility and active selection of the best opportunities as conditions adjust. The tactical style incorporates integrated risk management with the goal of limiting drawdowns during difficult market episodes.

 

The Ocean Park Strategic Income strategy is approximately 50% allocated to mutual funds managed by an affiliate of Ocean Park Asset Management, Inc. Allocations to this mutual fund began on January 1, 2017. The growth of $100,000 and quarterly performance displayed is that which was achieved in Ocean Park’s Strategic Income Program separate account managed in the same manner as the Ocean Park Strategic Income strategy. The performance for the periods prior to June 30, 2013 represents results from accounts managed by an affiliate of Ocean Park Asset Management. The inception date of the Ocean Park Strategic Income Program is December 31, 2011. Past performance does not guarantee future results. Ocean Park Asset Management, Inc. is an SEC registered investment adviser. Investments employing Ocean Park strategies are NOT insured by the FDIC or by any other Federal Government Agency and MAY result in loss of principal. For more information, call 1-844-727-1813 or visit oceanparkam.com.