SRFNX

About SRFNX

Ocean Park Tactical Risk Spectrum 50 Fund Investor Class is an actively managed mutual fund designed to deliver total return while limiting exposure to downside risk. The strategy employs a rules-based, tactical allocation framework that systematically adjusts risk exposure, seeking to balance participation in rising markets with capital preservation during periods of stress. According to the adviser, the fund’s objective explicitly pairs growth with risk management, aligning with investors who prioritize smoother return profiles over full-market beta capture. The approach may allocate across equities and fixed income and can incorporate foreign securities, which introduces currency and international market risks alongside the benefits of diversification. Fund materials emphasize measured volatility and downside controls as core features of the process, reflecting a focus on drawdown mitigation relative to traditional long-only benchmarks. The Investor Class provides access to the manager’s tactical playbook and disciplined rebalancing methodology, positioning the fund as a multi-asset solution within a broader portfolio for investors seeking an actively risk-aware return stream rather than static allocation exposure.