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The Oak Harvest Long/Short Hedged Equity Fund

An alternative investment tool for investors seeking higher potential risk adjusted returns with a shorting and hedge overlay to help offset increased market turbulence.

With passive indexing investing methodologies now accounting for over 50% of equity ownership, single stock concentration in these indexes reaching all-time highs, and ETF investing driving stock correlations higher, achieving diversification, maintaining portfolio balance, and achieving better risk adjusted returns has gotten increasingly difficult for investors since the Great Financial Crisis.

Shifting Away From Passive Investing

Oak Harvest Financial Group has invested in both human and technology resources required to launch the Oak Harvest Long/Short Hedged Equity Fund.  This alternative equity strategy will combine fundamental, quantitative, and tactical strategies in one fund with the objective of achieving superior risk-adjusted returns. Oak Harvest has reunited the core investment team that has extensive experience managing this strategy at scale.  Our team believes these types of alternative equity strategies will be needed by investors over the coming decade as we believe the shift to price agnostic, passive investing has gone too far and the pendulum is in the process of swinging back toward active equity management.

How to Get Started

If you're interested in exploring whether the Oak Harvest Long/Short Hedged Equity Fund aligns with your investment goals, reach out to us today. Our team is standing by, ready to answer your questions and explain how our fund may benefit your portfolio. Should you choose to invest, we are committed to facilitating a seamless and secure transfer of funds, prioritizing your peace of mind throughout the process.