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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Fund document library
Select a fund to expand its documents. Files link to the current versions on oakhillam.com.
Oak Hill AQR Delphi Long-Short Equity FundLiquid Alternative · AQR Capital Management 13 documents
Oak Hill NexPoint Global Merger Arbitrage FundLiquid Alternative · NexPoint Advisors 13 documents
Oak Hill Wilshire Bridgewater Managed Alpha FundPrivate Alternative · Wilshire · Bridgewater 2 documents
Oak Hill GMO Quality FundMutual Fund · GMO 17 documents
Advisor education
Strategy explainers suitable for advisor use. See the Insights section for portfolio-manager updates and commentary.
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.
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.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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.