Fieldhouse Pro Funds Inc.

Oasis Growth Fund

(Class B)

Investment Objective

The objective is to generate total annual performance in excess of 8%, net of fees via a high quality portfolio of North American large and mid-cap growth stocks. A central part of the fund is capital protection and the manager will use various strategies to mitigate losses in downward markets. The Oasis Growth Fund is suitable for risk moderate investors seeking a core equity fund.

Investment Strategy

The strategy is to achieve growth by investing in an equal-weighted, sector balanced, geographically diversified portfolio of high quality North American large and mid-cap growth stocks. Supplementary income will be generated from passive portfolios of Covered Calls and Cash-secured Put contracts. As portfolio protection, defensive measures are implemented using Canadian or US stock options or futures. Exposure to the $USD is not hedged.

Themes

Average company market cap is 119$bn

Option protection for downside risk

Disciplined portfolio construction

Long term risk management and investment process

Key Facts

Risk Profile

Moderate Risk

General Information

Manager

Jay Mason

Share Class

Class B

FundSERV Code

FHC 220

Inception

Jan 1, 2020

Pricing Schedule

Monthly

Currency

CAD

Hurdle Rate

8% Annually

High Watermark

Yes

Incentive Fee

15% Annually

Management Fee

0.5% Annually

Minimum Investment

$5000 CAD

Client Services 778-330-3000

About the Manager - Jay Mason

Jay is a registered Portfolio Manager with Fieldhouse. He brings 23+ years of client-facing experience having honed his progressive career with Royal Trust, MD Management Ltd., Phillips Hager & North Investment Management Ltd. and most recently, the ATB Investment Management Inc. in Alberta. His extensive experience and personal convictions have led him to launch the Oasis Growth Fund founded on performance excellence and a fee model that prioritizes investors.

Important Information

The risk and return profile of this fund is not suitable for all investors. You should seek professional advice that the fund fits your investment objectives and risk tolerance. The historical returns presented here are not an indication of future performance since fund performance can go down as well as up. 

Do not use this page as the sole means to decide how to invest. There are many important factors to consider and you should seek professional advice that can assess your personal circumstances and risk appetite.

This page and website is NOT a solicitation for investment. 

Client Services 778-330-3000

About Fieldhouse

Fieldhouse offers clients a broad suite of products and strategies that are designed to deliver consistent high quality returns. With a choice of managed accounts, tax efficient pooled funds, hedge and overlay strategies, we have the right solutions to suit your investment objectives. Clients benefit from a diverse range of management styles, asset class focus and investment horizons and work with the portfolio manager to create a tailored solution that meets their investment objectives. This can be achieved either through a concentrated investment in a single fund, or as a diversified allocation across our actively managed programs. In addition, investment managers can refine allocations to include third party funds, to make both strategic and tactical decisions that assist in meeting the investment objectives. 

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