Desiring to create a worthwhile alternative for investors has lead to the design and launch of the performance-accountable “Oasis Growth Fund”. To generate annual returns in excess of the long-term expected return of the S&P 500 Index (8%). Growth is achieved by investing in an equal-weighted portfolio of diversified, high quality, North American medium- and large-cap stocks with periodic rebalancing.

In addition, supplementary income is generated by selling options contracts (Cash-secured Puts and Covered Calls) on high quality North American stocks.

For portfolio protection, we occasionally use stock options or futures. The Oasis Growth Fund investment model and fee structure have been purposefully designed to offer one of the most client-centric fund models in the industry.