Oasis Growth Fund
The Oasis Growth Fund is a diversified portfolio of North American equities designed to competitively grow and preserve core wealth through comprehensive design and pro-active management.
A Focused, Fully Diversified Core Equity Fund.
Oasis invests in profitable, branded, visionary North American businesses that provide global exposure with high standards of accountability.
A focus on quality businesses builds a natural resilience to market purges. However, multiple tiers of value identification and comprehensive risk mitigation have consistently put Oasis Growth Fund as a top-quartile performer††.
Large Cap Growth Tilt
Leaning on High-Growth Market Leaders
Targeting the growth potential of established market leaders, focusing on companies with sound fundamentals, dominant brands, and consistent earnings expansion.
North American Focus
Building on Strong Market Foundations
A portfolio of leading North American companies with diverse business models, all held to the highest accounting, regulatory, and legal standards.
Yield Enhancing Tactics
Active Risk Management for Increased Returns
By deploying options strategies and strategic portfolio hedging, we aim to mitigate downside risk and add additional layers of return.
Comprehensive Fund Design
Using four tiers of active management Oasis Growth provides a dynamic blend of systematic investment discipline with discretionary experience and fundamental know-how.
A Core Equal-Weight Portfolio
Using a bottom up approach and a curated stock selection process, the Oasis Growth Fund targets a core equally weighted portfolio of 30-35 active positions with 7-9% return annually.
Tactical Calls
The Oasis Growth fund writes covered call options to harvest premiums and enhance core portfolio returns. The calls target an additional 2-4% of return annually.
Tactical Puts
The Oasis Growth Fund writes put options on discounted non-core holdings to establish new positions at a favorable price. These tactical strategies target up to a further 5% of return for the fund.
Strategic Hedging
To mitigate transient market moves, we target additional return from underlying market volatility. This approach aims to reduce core portfolio fluctuations, functioning as a hedge to manage overall risk.
Oasis Growth Fund Performance
Cumulative Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | Inception* | -2.0 | 6.4 | 10.4 | 29.6 | 9.1 | 11.8 |
|---|
Growth of $10,000 Invested Since Inception†
Monthly Returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | -1.6 | -7.7 | -17.7 | 21.8 | 5.8 | -0.8 | 5.0 | 2.8 | 1.3 | -0.5 | 12.2 | 5.2 | 22.6 |
| 2021 | 0.2 | 1.9 | -2.7 | 3.6 | -3.2 | 7.2 | 1.6 | 2.2 | -3.6 | 3.4 | -2.4 | 1.8 | 9.8 |
| 2022 | -9.7 | -2.9 | -0.1 | -12.0 | -0.8 | -9.0 | 13.0 | -1.0 | -9.1 | 7.5 | 6.0 | -6.5 | -24.6 |
| 2023 | 11.8 | 0.0 | 1.3 | -0.4 | 0.5 | 3.8 | 2.8 | 0.5 | -5.7 | -1.1 | 12.1 | 4.7 | 33.0 |
| 2024 | 5.1 | 7.2 | 0.7 | -3.6 | 3.2 | 3.9 | 2.5 | 0.6 | 0.7 | 2.6 | 5.9 | -2.0 | 29.6 |