aDVISOR pROFILE
- Jay T. Mason, CFA, CFP
Portfolio Manager
- Vancouver
- 778-330-3012
- jay.mason@fieldhousecap.com
Jay is a Portfolio Manager and runs the Oasis Growth Fund.
Biography
- 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.
Philosophy
- We believe that high quality businesses managed by world class leadership teams should inherently out-perform the broad-based market. Using bottom-up stock-picking, our philosophy is to build a portfolio of sector-diversified growth stocks at reasonable prices (GARP) and periodically rebalance them using a proprietary relative strength model. This methodology consistently achieves the rare adage: “buy low, sell high".Secondly, to further maximize the potential of assets under our control, we tactically sell options contracts on high quality stocks.Finally, and most importantly, the Oasis Growth Fund Fee Model is designed to offer compelling value. Our fees (both management and incentive) are highly competitive to ensure that clients receive the majority of the rewards generated. Since we invest alongside our investors, we are deeply motivated to achieve investing success for all.
Work History & Achievements
ATB Investment Management 2009-2012
Discretionary Portfolio Manager (AUM 50M)
Philips, Hager & North Investment Management 1998-2006
Discretionary Portfolio Manager (AUM 50M)
Fund Advisor (AUM 100M)
Montreal Regional Manager 2003-2005
British Columbia Institute of Technology 1999-2000
‘Personal Finance Management’ course Instructor
MD Management 1994-1997
Advisor for 200 physicians (AUM 80M)
Philips, Hager & North Investment Management 1998-2006
Discretionary Portfolio Manager (AUM 50M)
Fund Advisor (AUM 100M)
Montreal Regional Manager 2003-2005
British Columbia Institute of Technology 1999-2000
‘Personal Finance Management’ course Instructor
MD Management 1994-1997
Advisor for 200 physicians (AUM 80M)
Fund Advisor (AUM 100M)
Montreal Regional Manager 2003-2005
British Columbia Institute of Technology 1999-2000
‘Personal Finance Management’ course Instructor
MD Management 1994-1997
Advisor for 200 physicians (AUM 80M)
Montreal Regional Manager 2003-2005
British Columbia Institute of Technology 1999-2000
‘Personal Finance Management’ course Instructor
MD Management 1994-1997
Advisor for 200 physicians (AUM 80M)
British Columbia Institute of Technology 1999-2000
‘Personal Finance Management’ course Instructor
MD Management 1994-1997
Advisor for 200 physicians (AUM 80M)
MD Management 1994-1997
Advisor for 200 physicians (AUM 80M)
Strategy & Investment Approach
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.
In all facets, the Oasis Growth Fund is a true blend of best industry practices.
