SRFKX

About SRFKX

Ocean Park Tactical Risk Spectrum 50 Fund is an actively managed mutual fund designed to deliver total investment return while seeking to limit volatility and downside risk. The strategy employs a globally unconstrained, tactical asset allocation that typically averages 30% to 50% in equities over a three-year period, balancing stock exposure with diversified fixed income and cash positioning as conditions warrant. The fund uses a rules-based process emphasizing trend following, broad asset-class diversification, and a trailing stop discipline, with the flexibility to move fully to cash to help manage drawdowns. It operates as a multi-asset, fund-of-funds portfolio, allocating across domestic and international equities, high grade and multisector bonds, high yield corporates, preferreds, convertibles, and other income-oriented segments to pursue risk-adjusted returns. The approach positions the fund within the moderate risk band of Ocean Park’s Tactical Risk Spectrum series, aiming to serve investors seeking a balanced, tactically managed core holding with embedded risk controls and an explicit mandate to moderate downside across market cycles.