New Covestor model from Oceanic Capital works along the ‘efficient frontier’ (GLD, COP, JNJ)

Oceanic Capital Management is a New York City-based registered investment advisor. OCM was founded by Thomas Yorke in 2008, following 25 years of experience in the institutional marketplace.

From the outset, Mr. Yorke has managed the preponderance of his own and his family’s funds under the umbrella of – and employing the same strategies as – OCM. Throughout that history his investment practices have lead him to focus on employing alternative asset classes in the effort to generate superior returns based on actively managed risk by investing along the efficient frontier, where superior returns are met by controlled risk.

OCM describes its investment process as such:

OCM’s investment process begins with top-down analysis aimed at establishing prudent asset allocations. From there, we employ economic and fundamental analysis to select specific positions within the desired allocations. Certain portfolios employ technical analysis to guide the timing of entry and exit decisions. All of our portfolios are characterized by a wide selection of traditional and nontraditional assets selected from across the world’s key markets. Decisions at both the allocation and individual investment level are guided by strict attention to historic investment performance correlations. We favor asset liquidity and are driven by a contrarian bias.

OCM manages Covestor’s new Global Diversified Conservative model, which uses careful diversification across the portfolio, multiple asset classes, no leverage, and OCM’s contrarian long-term bias. The goal is to deliver consistent long-term growth with limited volatility.

The model invests in multiple asset classes: domestic, international and emerging market equities, fixed income, commodities and energy, real estate and foreign exchange. The model uses both individual stocks and ETFs, but does not use leverage. Individual assets, sectors or asset classes having a high degree of volatility will play little or no role in this fund. In addition, the portfolio will not pursue tactical market opportunities such as market timing or technical factors.

Current top positions include the SPDR Gold ETF (NYSE: GLD), ConocoPhillips (NYSE: COP) and Johnson & Johnson (NYSE: JNJ)