Black Oak Fund

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

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About Fund Manager

Rob Ireland, Managing Director & Chief Operating Officer

Rob leads SL’s executive strategy, fund operations, and client servicing, bringing over 25 years of experience in alternative investments. He holds a degree in Management & Mathematics from the University of Leeds, is a CFA charterholder, and has also earned the Investment Management Certificate and the IoD Certificate in Company Direction.

Patrick McAdams, Fund Manager & Investment Director

Patrick oversees the BlackOak Fund and has delivered over 13% annualised returns since 2014. With experience managing life settlement portfolios exceeding $5.8 billion in face value, he is a CFA charterholder and the founding Chair of the European Life Settlement Association (ELSA), widely respected for his expertise in this asset class.

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

Performance Highlights (as of July 2023)

Metric	BlackOak Investors LP	DJ US Bond Index	MSCI World Index
Total Return	261.5%	-9.0%	91.7%
Annualized Return	14.5%	-1.0%	7.1%
Average Monthly Return	1.2%	-0.1%	0.7%
Positive Months	96.5%	53.5%	63.2%
Max Drawdown	2.4%	26.9%	26.4%

Recent Absolute Returns

Time Period	Return	PV of $100,000 Invested
1 Year	12.2%	$112,161
2 Years	23.8%	$123,822
3 Years	35.6%	$135,620

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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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Black Oak Fund

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Recent Absolute Returns