ALTERNATIVE
ASSET MANAGER
Non-correlated
Returns
BlackOak
Alpha Growth Fund
The Fund was established by two highly experienced longevity asset management companies. Purposely created this year to provide investors a very attractive alternative to existing funds building AUM with current data and actuarial practices.
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about

THE FUND

The Fund was established by two highly experienced longevity asset management companies. Purposely created this year to provide investors a very attractive alternative to existing funds building AUM with current data and actuarial practices.

01

transparency

Bringing transparency to investing in Life Settlements

02

returns

Achieving returns of up to 14% per annum

03

markets

Delivering non-correlated Returns in volatile markets

04

wealth

Helping to build and protect wealth

OBJECTIVE

Competitive Advantage

The fund invests in life settlements targeting returns in the 10% to 14% range. You can be assured that we are using the latest in actuarial information for all of our investments and applying a valuation methodology that is transparent and accountable.

Service Service CAYMAN LP

CAYMAN LP

A Cayman LP with a tax efficient Master/Feeder structure in an open-ended format with quarterly redemption. US investors enjoy deferred taxes until distribution which are taxed at the qualified dividend rate.

Service Service Focus

Focus

The Fund seeks to provide a well-diversified, non-correlated, projected annual rate of return between 10% and 14% after the payment of all fees and expenses. Competitive fees and low volatility provide an attractive return profile.

Service Service STRATEGY

STRATEGY

The Fund aims to achieve this objective through the acquisition of secondary and tertiary Life Settlement policies that will be structured and purchased to mitigate longevity risk and other investment and business risks.

Service Service LIFE SETTLEMENT

LIFE SETTLEMENT

A Life Settlement is the sale of an existing U.S. life insurance policy to a third-party buyer. In exchange for providing a cash payment to the seller, the buyer becomes the owner and beneficiary of the policy. The buyer is responsible for future premium obligations and ultimately collects the death benefit when the insured dies and the policy matures.

Request

Fund Information

To request further information regarding the BlackOak Alpha Growth Fund please click on the link below and complete the relevant details.

Request Fund Information
contact

Get In Touch

We would love to hear what you have to say.

Address

​500 Newport Center Drive, Suite 680, Newport Beach, CA 92660

Hours

Mon-Fri:
09:00 am – 05:00 pm