Investment Partner

Bridgewater Associates

A leading global macro investment manager, founded in 1975

Founded in 1975, Bridgewater Associates is a leading global macro investment manager focused on delivering unique insight and partnership for the most sophisticated global institutional investors. The firm is dedicated to understanding how markets and economies work, using cutting edge technology to validate and execute on timeless and universal investment principles.

Bridgewater’s differentiated insights, shaped by a meritocratic culture and advanced technology, are translated into diversified strategies spanning approximately 200 markets. With deep expertise in portfolio construction and risk management, the firm aims to deliver consistent value for clients across all economic environments.

At the heart of Bridgewater’s 50-year history is a relentless mission for deep, fundamental understanding of markets and economies - underpinned by a consistent team, culture, and process, and a three-decade track record of generating good and uncorrelated returns, engineered to complement client portfolios.

Relationship with Oak Hill

Bridgewater’s flagship Pure Alpha strategy underlies the Oak Hill Wilshire Bridgewater Managed Alpha Fund, accessed through a Wilshire-managed account. Oak Hill serves as the Canadian fund’s manager and supports distribution across Canada.

Oak Hill takes a selective, partnership-driven approach - each relationship is chosen to bring Canadian investors a differentiated, institutional-calibre strategy.

Oak Hill funds with Bridgewater Associates