ASSET MANAGEMENT
Overview
Oak Hill provides third party marketing services for asset managers looking to access the Canadian retail brokerage market. Our clients include domestic and globally recognized institutional asset managers.
Oak Hill has a deep understanding of alternative asset classes and known Canadian allocators. We take pride in on our level of communication having marketed numerous strategies across most asset classes.
Asset Management Products
Asset Managers see pdf
FIRM
FUND NAME
STRATEGY
CURRENCY
INCEPTION DATE
FUNDSERV
.
Nineteen 77
Global Merger
Arbitrage
Global, Diversified Merger Arbitrage
CAD
01/2015
Heading 1
Hedge Fund
Fundamental, U.S. Small and Mid-Cap Equity
USD, CAD Hedged, CAD Unhedged
12/2002
A(CU): FGL100
A(US): FGL1100
A: FGL400
F(CU): FGL200
F(US): FGL1200
F: FGL500
.
Alpha Fund
Fundamental, U.S. Small and Mid-Cap Equity Market Neutral
USD, CAD Hedged
01/2012
A:FGL1001
A(US): FGL1002
F: FGL1003
F(US): FGL1004
Focus Fund
Fundamental U.S. Small and Mid-Cap Equities, Concentrated Portfolio
USD, CAD Hedged
03/2014
A: FGL1005
A(US): FGL1006
F: FGL1007
F(US): FGL1008
.
Global Opportunities Fund
Fundamental, All-Cap Asia Pacific
USD, CAD Hedged, CAD Unhedged
01/2009
A(CU): FGL600
A(US): FGL1700
A: FGL1600
F(CU): FGL900
F(US): FGL1900
F: FGL700
SMI Defensive LP
U.S. Convertible, Short Equity Biased
CAD
08/2013
A: SIL100
F: SIL200
.
CanFirst IncomePlus Real Estate Fund
Real Estate, Core and Core-Plus Focused on Income
CAD
05/2018
F: RBS110
North American Small Business Fund
Fundamental North American Small Cap
CAD
06/2015
A: DAM600
F: DAM611