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Advisor Centre

Built to support your practice

Fund documents, strategy education and direct access to the Oak Hill team — everything you need to evaluate and follow our strategies for your clients.

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What do you need today?

Explore the shelfFilter all four funds by strategy, asset class, partner and objective.Open the Fund Finder → Download documentsFact sheets, prospectuses, Fund Facts, MRFPs and financial statements, EN & FR.Document library ↓ Client-friendly educationStrategy explainers you can share: alternatives, long-short, merger arbitrage, global macro.Education library ↓ Talk to our teamSales and product support for dealers, advisors and family offices across Canada.Contact Our Team →

Fund document library

Select a fund to expand its documents. Files link to the current versions on oakhillam.com.

Oak Hill GMO Quality FundMutual Fund · GMO 17 documents
Simplified ProspectusFund Facts — Series FFund Facts — Series F2Fund Facts — Series F3Fund Facts — Series AFund Facts — Series A2Fund Facts — Series A3Fund Facts — Series IFund Facts — Series XFund Facts — Series F USFund Facts — Series F2 USFund Facts — Series F3 USFund Facts — Series A USFund Facts — Series A2 USFund Facts — Series A3 USFund Facts — Series I USFund Facts — Series X US
Oak Hill AQR Delphi Long-Short Equity FundLiquid Alternative · AQR Capital Management 13 documents
Monthly Factsheet (February 2026)Simplified ProspectusFund Facts — Series AFund Facts — Series FFund Facts — Series X (Founders)Fund Facts — Series I (Institutional)Fund Facts — Series A USFund Facts — Series F USFund Facts — Series X US (Founders)Fund Facts — Series I US (Institutional)MRFP (December 31, 2025)Financial Statements (2025)IRC Report to Securityholders (2025)
Oak Hill NexPoint Global Merger Arbitrage FundLiquid Alternative · NexPoint Advisors 13 documents
Monthly Factsheet (February 2026, F Class)Simplified ProspectusFund Facts — Series AFund Facts — Series FFund Facts — Series XFund Facts — Series A USFund Facts — Series F USMRFP (December 31, 2025)Financial Statements (Dec 31, 2025)IRC Report to Securityholders (2025)Proxy Voting Report (2024)Year End Distributions (2025)Quarterly Commentary (Q4 2025)
Oak Hill Wilshire Bridgewater Managed Alpha FundPrivate Alternative · Wilshire · Bridgewater 2 documents
Monthly Factsheet (May 2026, F CAD)Why Global Macro

Advisor education

Strategy explainers suitable for advisor use. See the Insights section for portfolio-manager updates and commentary.

Alternatives 101The Benefits of Alternative InvestmentsSource: AIMA · PDF ↓Long-Short EquityAn Investor’s Guide to Long-Short EquitySource: AQR · PDF ↓Merger ArbitrageOverview of Merger ArbitragePDF ↓Global MacroWhy Global MacroPDF ↓

Future recommendation: a gated advisor portal (presentations, PM update replays, sales support material) could sit behind the existing login. Not built in this prototype — shown as a roadmap item only.

Sales & product support

Our team works with investment dealers, advisors, family offices and institutions across Canada — from due-diligence questions to series selection and operational setup.

Contact Our Team 833 844-OHAM
Phone833 844-OHAM (833 844-6426)
Emailinfo@oakhillam.com
Office2 Bloor Street, Suite 2900, Toronto, Ontario M4W 3E2

For financial advisor use. Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Investors should carefully consider a fund’s investment objectives and strategies, risks, fees and expenses before investing. Please read the offering documents before investing. Investment funds are not guaranteed. Fund values change frequently and past performance may not be repeated.