We partner with institutional-calibre global asset management teams to offer differentiated strategies across alternative and traditional asset classes — selected for Canadian advisors and investors.
Why Oak Hill
Oak Hill takes a selective, partnership-driven approach to identifying and delivering compelling investment opportunities for Canadian investors. This focused approach differentiates us from many other asset management firms that offer broad product shelves.
Capitalizing on the successful growth of Oak Hill Financial, Oak Hill Asset Management was formed to provide Canadian investors with access to high-quality investment solutions.
Our historyRelationships with a small number of leading global managers, chosen through focused due diligence.
Strategies managed by teams that have long served sophisticated institutional investors worldwide.
Global strategies delivered through Canadian fund structures, in Canadian and U.S. dollar series.
Fund documents, strategy education and direct access to our team across Canada.
Investment Solutions
Fund availability varies by series and investor eligibility. Please read a fund’s offering documents before investing. No performance information is presented here; see individual fund pages for available data and required disclosures.
Global Investment Partners
AQR Capital Management
Systematic, research-driven manager · Delphi Long-Short Equity
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Bridgewater Associates
Leading global macro manager, founded 1975 · Managed Alpha
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GMO
Boston private partnership, investing since 1977 · Quality Fund
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NexPoint Advisors
Event-driven specialist · Global Merger Arbitrage
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Wilshire Advisors
Institutional solutions & managed accounts, 50+ years
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Partner logos as published on the current Oak Hill website. Descriptions drawn from existing approved partner pages and public announcements.
Education
Alternative strategies may complement a traditional portfolio in three ways: by diversifying the sources of return, by helping manage overall portfolio risk, and by providing access to strategies not typically available through conventional funds.
Alternatives also carry risks and costs of their own. They are not suitable for every investor, returns are not guaranteed, and some strategies limit liquidity or are available only to qualified investors. We encourage investors to review each fund’s offering documents with their advisor.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice.
Insights & Resources
For Financial Advisors
Everything you need to evaluate and follow Oak Hill strategies — documents, education and a team you can reach directly.
Contact
Questions about a strategy, series availability or documents? We’re glad to help you and your advisor.
