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Desert Sand

WALKING WITH YOU 

Picture of the OGF PM

Jay T. Mason  CFA, CFP® 

Two Men Shaking Hands

 

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'Walking the talk' means that

I PRACTICE WHAT I PREACH

and back it up by investing alongside my clients.

     I designed and have managed the Oasis Growth Fund (OGF) since inception in 2016. What was originally a Canadian focused fund has evolved into a North American Equity mandate designed to compete with the best core funds in the industry. A portfolio of visionary, risk-measured, blue-chip companies should be at the heart of every investor's long-term investment plan.  

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     In similar fashion, my 25+ year career of serving high net worth clients has spanned several major Canadian investment management firms, including:

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  • Phillips, Hager & North Investment Management Ltd. 

  • ATB investment Management Inc.

  • MD Management Ltd.

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     The Oasis Growth Fund was founded as the sum of better practices, while also being able to deploy specific tools and techniques not deployed by traditional core equity funds.       

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     In 2022, to share my methodology, I authored and published globally* "The INVESTING OASIS: Contrarian Treasures in the Capital Markets Desert".

 

     Through technological advances, gaining entry to the global capital markets has never been easier, yet also never more risky.  With the DIY revolution in full swing, some investors might benefit from a guiding hand. An Oasis is a haven where you can strategically recalibrate your investing journey..

 

     My investing philosophy? Have a plan. Invest in quality. Be the contrarian. And, above all... stay invested!

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I grew up in rural Canada where neighbours helped neighbours

and a HANDSHAKE

was your contract. 

*John Wiley & Sons,, Inc.

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