Wilshire Associates Incorporated

03/16/2026 | Press release | Distributed by Public on 03/16/2026 06:31

Wilshire Advisors and Oak Hill Asset Management Launch a Canadian Feeder Fund Offering Access to Bridgewater ‘s Pure Alpha Strategy through a Wilshire-Managed Account

3/16/2026

Wilshire Advisors and Oak Hill Asset Management Launch a Canadian Feeder Fund Offering Access to Bridgewater 's Pure Alpha Strategy through a Wilshire-Managed Account

Through this new structure, Canadian investors can access Pure Alpha, Bridgewater's optimal active strategy.


Santa Monica, Calif., March 16, 2026
- Wilshire Advisors LLC ("Wilshire") and Oak Hill Asset Management ("Oak Hill") today announced the launch of a Canadian feeder fund providing qualified Canadian investors access to Bridgewater's flagship Pure Alpha strategy through a Wilshire-managed account. The Canadian feeder fund is organized as an Ontario mutual fund trust and invests substantially all of its assets in the Wilshire-managed account. Oak Hill serves as the Canadian fund's manager and supports the distribution across Canada. The fund structure is designed to deliver institutional quality access and operational simplicity for Canadian accredited investors.

Through this new structure, Canadian investors can access Pure Alpha, Bridgewater's optimal active strategy, designed to generate a high excess return per unit of risk and to be uncorrelated to markets and other managers over time. The strategy applies 50 years of systemized fundamental research to trade approximately 200 global, liquid markets while seeking to avoid bias to rising or falling markets. The portfolio is designed to be highly diversified, with returns driven by exposures across a broad set of global markets.

Wilshire's partnership with Bridgewater spans over two decades and is part of Wilshire's extensive track record of structuring sophisticated investment solutions. Over the past 15 years alone, Wilshire has launched over 100 commingled and dedicated managed accounts. This robust history underpins the firm's expanded collaboration and affirms the relationship's continued strength and momentum.

Wilshire

"We are proud to expand our long-standing partnership with Bridgewater through this collaboration designed specifically for the Canadian wealth market. By combining Bridgewater's robust systematic macro expertise with Wilshire's managed-account infrastructure, we are able to deliver institutional-quality access and operational simplicity to Canadian advisors and their clients. This launch underscores Wilshire's continued commitment to providing innovative solutions across multiple asset classes for the wealth and retirement channel." - Jason Hubschman, Co-Chief Operating Officer, Wilshire Advisors LLC

Bridgewater

"We are pleased to collaborate with Wilshire and Oak Hill to broaden access to Bridgewater's Pure Alpha strategy for qualified Canadian investors. 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." - Jessica Oleson, Head of Core Client Service, Bridgewater Associates

Oak Hill Asset Management

"We are excited to partner with Wilshire and Bridgewater to provide Canadian investors with streamlined access to one of the world's most respected global macro strategies. Our role is to support advisors across Canada with clarity and confidence, through a structure that meets institutional standards while remaining tailored to the Canadian marketplace." - Marc Raffoul, President, Oak Hill Asset Management Inc.

About Wilshire

For over 50 years, Wilshire has combined institutional expertise with technology, data, and innovation to help investors, financial intermediaries, and asset managers improve investment outcomes. The firm partners with 300+ institutional investors and financial intermediaries globally across wealth management, retirement, alternatives, and analytics.

About Bridgewater Associates

Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. The firm's investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, Bridgewater strives to unlock the most complex questions in investment strategy, management, and corporate culture.

About Oak Hill Asset Management

Oak Hill is one of Canada's leading providers of diversified alternative investment fund solutions, partnering with institutional quality global asset managers and focusing on alternative strategies for Canadian investors. Oak Hill's leadership team has decades of experience in the alternatives space.

Media Contact:

‍Prosek Partners

[email protected]

Disclosures

There can be no guarantee that any expected performance can or will be achieved and expected performance should not be solely relied upon in making any investment decision.

Commissions, trailing commissions, management fees and expenses all may be associated with investment funds. Investors should carefully consider a fund's investment objectives and strategies, risks, fees and expenses before investing. Please read the offering documents before investing. Investment funds are not guaranteed. Fund values change frequently and past performance may not be repeated.

Investing in the fund involves significant risks. This strategy is highly speculative, potentially illiquid, and suitable only for investors who can bear a high degree of risk for an indefinite period. It is not appropriate for all investors and should not be considered a complete investment program. A full loss of principal is possible.

In addition to general private fund risks, the fund may be exposed to long holding periods with limited liquidity, subjective and potentially volatile valuations, concentrated exposures, execution and due diligence risks, dependence on underlying managers and sponsors, leverage related losses, adverse market or macroeconomic effects, and capital call obligations that investors must meet when required. These and other risks are described in greater detail in the fund's confidential offering documents, which should be reviewed carefully before making any investment decision.

Foreside Fund Services, LLC provides marketing review services for Wilshire Advisors LLC. Foreside Fund Services, LLC and Wilshire Advisors LLC are not affiliated.

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This material is intended for informational purposes only and should not be construed as legal, accounting, tax, investment, or other professional advice. This material contains proprietary information of Wilshire. It may not be disclosed, reproduced, or otherwise distributed, in whole or in part, to any other person or entity without prior written permission from Wilshire.

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Copyright © 2026 Wilshire. All rights reserved.

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Wilshire Associates Incorporated published this content on March 16, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on March 16, 2026 at 12:32 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]