ASSET MANAGEMENT

Overview

Oak Hill provides third party marketing services for asset managers looking to access the Canadian IIROC 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 our level of communication, having marketed numerous strategies across several asset classes.

 
 

Asset Managers see pdf

FIRM

FUND NAME

STRATEGY

CURRENCY

INCEPTION DATE

FUNDSERV

.

Nineteen 77 

Global Merger 

Arbitrage

Global, Diversified Merger Arbitrage

CAD

01/2015

A: UGA200

F:UGA100

.

UBS Global
Real Estate Fund

Global, Unlisted Private Real Estate Funds

CAD

07/2008

F: UGA168
A: UGA167

 

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

Focus Fund

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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

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Mulvihill Premium Yield

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North American Large Cap & Options Writing

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USD, CAD

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12/2019

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A: MCM 101
F: MCM 103
UA: MCM 1101
UF: MCM 1103

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SMI Defensive LP

U.S. Convertible, Short Equity Biased

CAD

08/2013

A: SIL100

F: SIL200