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Black Oak Fund

Black Oak Fund

About Company

The BlackOak Fund is managed and ultimately owned by SL Investment Management Ltd, a UK-regulated Alternative Investment Fund Manager. Launched in 2014, BlackOak is an award-winning Alternative Investment Fund (AIF) designed to deliver consistent capital growth by investing in a carefully curated portfolio of U.S. Life Settlements—an asset class known for its low correlation to traditional capital markets.

Category: International Funds

Fund Snapshot

Key Details Description
Fund Name BlackOak Investors LP
Fund Manager SL Investment Management Ltd
Regulator Financial Conduct Authority (UK)
Strategy Type Life Settlement Strategy
Geographic Focus U.S. Life Insurance Market
Inception February 2014
Investment Horizon Long-Term Hold
Market Correlation Minimal correlation to traditional capital markets
Target Investors Institutional and professional investors only

Investment Strategy

SL Investment Management follows a buy-to-hold strategy, focusing on:

  • Diversified exposure to high-quality U.S. life insurance policies
  • Premium optimization to ensure policy sustainability
  • Actuarial modelling to project life expectancies and price policies accordingly
  • Dynamic liquidity management to respond to short-term market opportunities
  • Risk-adjusted discounting to price policies for individual longevity risk

Fund Overview

BlackOak Investors LP is a specialist fund that invests in U.S. life settlements—the resale market for life insurance policies. Managed by SL Investment Management Ltd, a firm with over 33 years of expertise in traded life policies, the fund targets consistent, uncorrelated returns by acquiring policies from seniors who no longer require or can afford them.

Life settlements offer a unique investment profile, combining predictable mortality-linked cash flows with minimal dependence on capital markets. The fund benefits from a low drawdown risk and insurance-backed payouts. Investors gain exposure to a rapidly expanding market, supported by demographic trends in the U.S. and stringent regulatory frameworks across 43 states.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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