CELEBRATING 10 YEARS OF BLACKOAK FUND
Launched in 2014, BlackOak is an award winning Alternative Investment Fund (AIF) focused on delivering steady capital growth through investment in a carefully selected portfolio of US Life Settlements – an asset with low correlation to traditional capital market investments.
WE ARE PROUD TO INTRODUCE
OUR EXPERIENCED TEAM
Our leadership team has over 130+ combined years of experience delivering market leading solutions for global investors in the alternative asset space.
OF US LIFE INSURANCE IN FORCE1
ANNUAL LIFE SETTLEMENT MARKET POTENTIAL2
YEARS OF TRADING3
The US Life Settlement market has existed for over 100 years and continues to expand as US consumer awareness of the market increases. Over 40 states now regulate the market, covering over 90% of the US population.
MANAGED AND
ADVISED4
managing insurance linked strategies5
AVERAGE IRR FOR
ACQUIRED POLICIES6
BlackOak’s manager, SL Investment Management, has been at the forefront of insurance linked investment strategies since 1990, with unparalleled US Life Settlement experience dating back to 2002.
Sources: 1ACLI – Life Insurers Fact Book 2023; 2Conning annual report on the life settlement industry; 31911 Supreme Court case, Grigsby vs. Russell establishes life insurance policies as transferable property; 4includes US Life Settlements and UK Traded Endowments managed and advised by SL Investment Management since foundation. For non USD assets fx rate at date of product inception used.; 5SL Investment Management founded in 1990; 6includes all SL life settlement investments made since introduction of VBT2008.
BLACKOAK INSIGHTS
We take a bottom up approach to investment, utilising our in-depth understanding of the US Life Settlement market to hunt out only the best investment opportunities for our investors. Read more about our rigorous, disciplined and analytical approach to the market