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Investment Solutions · Fund Finder
Explore the Oak Hill shelf
Four strategies, each managed with a leading global investment partner. Filter by strategy, asset class, partner or objective — or search directly.
Showing all 4 Oak Hill funds
Mutual Fund
Global Equity
Portfolio Sub-Advisor: GMO
The objective of the Oak Hill GMO Quality Fund is to compound returns by investing in the equity of companies deemed to be of high quality while also taking into consideration the valuation of these equities.
StructureMutual fund
Investor objectiveLong-term growth
LiquidityDaily
Minimum investment$500
InceptionJune 2026
Liquid Alternative
Long-Short Equity
Sub-Advisor: AQR Capital Management
The objective of the Oak Hill AQR Delphi Long-Short Equity Fund is to deliver equity-like returns while targeting half of the systematic risk of equity markets. The Fund provides investors with returns from potential gains from its long and short positions in global equities.
StructureAlternative mutual fund
Investor objectiveGrowth with reduced market sensitivity
LiquidityDaily
Minimum investment$500
InceptionAugust 2025
AUM$318.0M (Feb 28, 2026)
Liquid Alternative
Event-Driven / Merger Arbitrage
Sub-Advisor: NexPoint
The fundamental investment objective of the Oak Hill NexPoint Global Merger Arbitrage Fund (the “Fund”) is to generate consistent, positive absolute returns, with low volatility and low correlation to equity markets by investing in securities in Canada, the United States and in other foreign jurisdictions.
StructureAlternative mutual fund
Investor objectiveAbsolute return & diversification
LiquidityDaily
Minimum investment$500
InceptionMay 2023
AUM$60.7M (Feb 28, 2026)
Private Alternative
Global Macro / Multi-Asset
Wilshire-managed account · Bridgewater Pure Alpha strategy
The Oak Hill Wilshire Bridgewater Managed Alpha Fund is an absolute return strategy that is designed to produce a high return-to-risk ratio with no bias to markets and low correlation to traditional asset classes and other managers.
StructureProspectus-exempt fund
Investor objectiveAbsolute return & diversification
LiquidityMonthly
Minimum investment$25,000
InceptionNovember 2025
AUM$83.1M (May 31, 2026)
No funds match these filters
Oak Hill maintains a deliberately focused shelf. Clear a filter or two to see all four strategies.
Legacy funds. The current site also lists UBS (Canada) Global Real Estate Fund and UBS (Canada) Global Merger Arbitrage Fund with inconsistent links.
Not sure where a strategy fits?
Speak with an Oak Hill representative about objectives, series options and documents for any fund on the shelf.
Important information
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. Fund availability varies by series and investor eligibility; the Oak Hill Wilshire Bridgewater Managed Alpha Fund is offered pursuant to prospectus exemptions to qualified investors only.
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.
