
Wilshire, Oak Hill Open Bridgewater Alpha to Canadian Investors
Wilshire Advisors LLC and Oak Hill Asset Management have launched a Canadian feeder fund that gives qualified Canadian investors access to Bridgewater Associates’ flagship Pure Alpha strategy through a Wilshire‑ managed account.
The vehicle is organized as an Ontario mutual fund trust and invests substantially all of its assets in the Wilshire account, with Oak Hill serving as the fund’s manager and leading distribution across Canada. The structure is designed to offer institutional‑quality access and operational simplicity for accredited investors.
Pure Alpha trades approximately 200 liquid global markets to deliver diversified, macro‑driven returns while avoiding a directional market bias, with portfolio returns driven by exposures across a broad set of global markets.
“This partnership reflects a shared commitment to helping clients build more resilient portfolios, and Pure Alpha offers investors an opportunity to be a part of one of our longest‑running and industry‑leading strategies,” said Jessica Oleson, head of core client service at Bridgewater.
Wilshire’s relationship with Bridgewater spans more than two decades, during which Wilshire has launched over 100 commingled and dedicated managed accounts as part of its institutional solutions business.
“By combining Bridgewater’s robust systematic macro expertise with Wilshire’s managed‑account infrastructure, we can deliver institutional‑quality access and operational simplicity to Canadian advisors and their clients,” said Jason Hubschman, Co‑COO of Wilshire Advisors LLC.