Asset management

Overview

Strategic Market Access for
Asset Managers

Access CIRO retail market

Oak Hill provides third party marketing services for asset managers looking to access the Canadian CIRO retail brokerage market. Our clients include domestic and globally recognized institutional asset managers.

Alternative expertise & reach

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 Management Partners

CURRENT ALTERNATIVE FUNDS

FUND NAME

iCapital AQR Apex
Canadian Access Fund

STRATEGY

Multistrategy

FUND TYPE

Private

CURRENCY

CAD, USD

INCEPTION DATE

October 2023

FUNDSERV CODE

F: ICN100QF
A: ICN100QA
I: ICN100QI

FACT SHEETS

FUND NAME

Oak Hill NexPoint
Global Merger
Arbitrage Fund

STRATEGY

Merger Arbitrage

FUND TYPE

Public (Prospectus)

CURRENCY

CAD, USD

INCEPTION DATE

May 2023

FUNDSERV CODE

A: OHF101
F: OHF103
X: OHF105

FACT SHEETS

FUND NAME

UBS (Canada) Global
Merger Arbitrage Fund

STRATEGY

Merger Arbitrage

FUND TYPE

Private

CURRENCY

CAD

INCEPTION DATE

Jan 2015

FUNDSERV CODE

A: UGA200
F:UGA100

FACT SHEETS

FUND NAME

UBS (Canada) Global
Real Estate Fund

STRATEGY

Global Real Estate

FUND TYPE

Private

CURRENCY

CAD

INCEPTION DATE

Jul 2008

FUNDSERV CODE

F: UGA168
A: UGA167

FACT SHEETS